Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant responsibility—and the role is not for everyone. Indeed, serving as a Trustee entails a broad array of duties, and you are both ethically and legally required to execute those duties or face potential liability.

Estate Planning, Family, Trust

February 6, 2023

Before You Agree to Be a Trustee, Read This!

Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your loved ones after you are gone. However, when naming your policy’s beneficiaries, several mistakes can lead to potentially dire consequences for the people you’re investing  to protect and support.

Estate Planning, Family, Life Insurance

January 30, 2023

4 Common Mistakes Made On Life Insurance Beneficiary Designations

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You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or incapacity. And, if you haven’t, you are hearing it now. If you own any “probatable” assets in your name at the time of your incapacity or death, your family […]

Estate Planning, Family, Trust

January 24, 2023

Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?

When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a “last will and testament,” which is also known simply as a “will.” But you may have also heard people talk about a “living will” and wonder what that is, and […]

Estate Planning, Family, Wills

January 16, 2023

Why Every Adult Needs A Living Will?

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What Happens To Your Debt When You Die? Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what happens to that debt when you (or they) die? Well, it depends, and that’s part of the reason you want to ensure your estate plan is well prepared. How you handle your debt can greatly […]

Estate Planning

January 9, 2023

Creditors and Your Estate Plan

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