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FAQs - The Estate Planning Cast of Characters Who should I pick as successor trustee? For most trusts, you are going to be the initial trustee. You will need to select a successor trustee to act when you no... Continue Reading

Which life events require an immediate estate plan update? Continue Reading

When a spouse passes away, thinking about "the estate" might be the last thing on your mind. And while it's necessary to give yourself ample time to process the loss of your partner, it's also imperative you talk... Continue Reading

Bitcoin, Cryptocurrencies, and Estate Planning: What You Need to Know Cryptocurrencies have been making headlines as of late, with more and more investors wanting in on this digital currency. Cryptocurrencies are... Continue Reading

How to Share Family History and Heirlooms with Your Estate Plan The best time to share your family history with loved ones is right now, before the memories are forgotten. Holiday seasons are a great opportunity... Continue Reading

You May Not Think You Need a Will, But You Really Do. While we have discussed the benefits of a Revocable Living Trust, it's interesting that most Americans do not have a simple will as part of their... Continue Reading

Why Not Just Do It Yourself and Create Your Own Estate Planning Documents Cheaply? We've discussed before the difference between a Will and a Trust and you may be considering it is time to get a plan into place. ... Continue Reading

Legal Considerations When Getting Your New College Student Ready to Go We previously discussed how to leave assets to minor children. But, if you are preparing to send your son or daughter off to college... Continue Reading

How to Pick a Trustee, Executor, and Agent Under a Power of Attorney I've recently written about the difference between a Will and a Trust. But, I'd like to discuss fiduciaries. While the term fiduciary is a... Continue Reading