Advocacy, Passion, Results

Our Blog

Typical Estate Planning Documents

Do You Know Your Job as Executor, Agent or Trustee?

Has a family member or close friend asked you to serve as their executor, trustee or power of attorney? If you accepted the responsibility, do you know what this entails? Have you been given a copy of the documents you were named under? Do you know when you would begin serving in these roles? These are all important questions to ask or consider.

Read More
Charitable Giving

How Does a Charitable Trust Work?

While direct giving has an immediate impact, some individuals may be considering charitable planning strategies that will have a larger and longer-lasting impact not only on charities, but on their own lives or that of their families.

Read More
Do-It-Yourself Estate Plan

Should I Create A Do-It-Yourself Estate Plan?

The ongoing coronavirus pandemic has pushed many people to make long-delayed decisions about estate planning. Many people will try the do-it-yourself route via various websites or books. Internet DIY websites make it easy to download forms, but there are mistakes people make when they try do-it-yourself estate planning.

Read More

Recent Posts

Join Our eNewsletter & Blog Digest

Book a Call With Us Today!