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Who Should Be Your Successor Trustee?

Posted on: March 27th, 2017
If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually someone will need to step in for you when you are no longer able to act due to incapacity or after your death. ...

How to Choose a Trustee

Posted on: March 23rd, 2017
When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs - collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep accurate records, and generally keep things organized and in good order....

Do It Now: Name a Guardian for Your Minor Child(ren)

Posted on: March 21st, 2017
We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too horrific to consider. But you must. If you don’t, a stranger will determine who raises your children if something happens to you - your child’s guardian could be a relative you despise or even a stranger you’ve never met....

Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate

Posted on: March 17th, 2017
While most proactive individuals know the importance of having a well-rounded estate plan, it is typically considered as something that will take effect after they have passed away....

How to Build Freedom From Court Interference Into Your Estate Plan

Posted on: March 15th, 2017
It’s clear why you might want to avoid court involvement in your estate for financial reasons, knowing that probate can quickly get costly and time consuming for those involved. But there is an emotional component to it as well. Your assets are just that: yours....

5 Reasons to Embrace the Emotional Nature of Estate Planning

Posted on: March 8th, 2017
When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects hit home for everyone....
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