When you establish a trust, you name someone to be the trustee. A trustee does what you do right now…
Being named as a successor trustee in someone’s revocable living trust document can be considered a great honor. But with…
When you create a living trust, you must name a successor trustee to take over for you if you are…
If you want to provide for a loved one who is disabled or has special needs when you are no…
One of the most common forms of property ownership in the United States is joint tenancy with rights of survivorship…
You just found out that your favorite aunt, Aunt Melba, has died. In the midst of your grief and sadness,…
As the world becomes more of a global community, it is no longer uncommon for married couples to maintain different…
For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts.…
The death of an iconic figure can sometimes impact us deeply because it reminds us of our shared humanity. With…
Misconceptions about who needs an estate plan abound. Most people believe that estate planning is only for extremely wealthy business…