Should You Set Up a Trust? We tend to think of trusts as vehicles for extreme wealth when, in fact, …
Legal Trusts and Estate Planning: It’s Not Just For the Rich Read More »
Young Kids Create Special Considerations for Estate Planning When you have kids—especially young adults or minor children—estate planning is more …
Wondering whether you can name more than one individual as agent in your power of attorney (POA)? Worried you’ll make …
Pros and Cons of having more than one Agent under a Financial Power of Attorney Read More »
Overview An estate plan asks the client to name individuals for a variety of responsibilities – responsibilities that differ from …
Individuals You Need to Consider Naming in Your Estate Plan Read More »