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Trustees

Legal Trusts and Estate Planning: It’s Not Just For the Rich

Should You Set Up a Trust? We tend to think of trusts as vehicles for extreme wealth when, in fact, most families with any assets could benefit from a trust.  Trusts are essentially a means of protecting property and assets. They allow you to avoid probate, transfer assets without incurring huge tax burdens, and they […]

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How Children Influence your Estate Plan

Young Kids Create Special Considerations for Estate Planning When you have kids—especially young adults or minor children—estate planning is more critical than ever. Children introduce several unique concerns. There are more questions to think about, and there’s more riding on getting it right; so this is a crucial matter to think about early.  There are

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Pros and Cons of Having More Than One Agent Under a Financial Power of Attorney

Wondering whether you can name more than one individual as agent in your power of attorney (POA)? Worried you’ll make the wrong choice? This article contains all the information you need to make an informed decision about when shared agency is useful and how to use it properly.  Definition of agent or attorney-in-fact:  Principal The

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Individuals You Need to Consider Naming in Your Estate Plan

Overview An estate plan asks the client to name individuals for a variety of responsibilities – responsibilities that differ from one another and may lead the client to determine that more than one person is best suited to fill each of these roles. Executor/Trustee For the client The executor of a will is responsible for

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