5 Tips for When You Are Having Trouble Picking a Successor Trustee
When you sit down to create your estate plan, few decisions are as important as the person that you appoint as your successor trustee.
Articles about Planning
What To Do With Life Insurance Once You Set Up A Trust
Do you need to change the primary beneficiary of my life insurance once you set up a trust? The majority of people who create a trust do so to avoid probate.
What should I consider when creating a living trust to benefit minor children?
Knowing what should be considered when creating a living trust to benefit minor children is important. Read here for more information.
What provisions for removing successor trustees should I include in my living trust?
Talking with you attorney about provisions for removing successor trustees is important in creating a great estate plan that works long term.
What is a memorandum?
A memorandum is a document that can be used with a will or living trust to leave specific property to certain loved ones. If you are going to create a memorandum, do it right!
What is Planning You Can Trust?
Planning You Can Trust is an all-inclusive team approach where our clients receive comprehensive planning for wealth, tax, and estate needs available.