Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 2

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Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 2 Last week, we shared the first part of this series explaining the powers and duties that come with serving as trustee. To view the first article click here!  Here in part two, we discuss the rest of a trustee’s core responsibilities.  Being asked to serve as trustee can … Read More

Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 1

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Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 1 If a friend or family member has asked you to serve as trustee for their trust upon their death, you should feel honored—this means they consider you among the most honest, reliable, and responsible people they know. However, being a trustee is not only a great … Read More

Choosing the Right Life Insurance Policy

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Choosing the Right Life Insurance Policy While purchasing life insurance may seem pretty straightforward, it’s actually quite complex, especially with so many different types available. In order to offer some clarity on the different types of policies out there, we’ve broken down the most popular kinds of life insurance here and discussed the pros and cons that come with each … Read More

Weekly Newsletter – Special Needs Trust: Protection for Those Who Need It the Most

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Special Needs Trust:  Protection for Those Who Need It the Most ​ Families of those with disabilities – physical or mental – are typically concerned with the best way to fund the long-term financial and personal needs of their special needs loved one in a way that will secure a fulfilling life for them. The best vehicle to accomplish this … Read More

Weekly Newsletter – Financial Self-Protection Tips for the Newly Single

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Financial Self-Protection Tips for the Newly Single Whether you have a lost a spouse or partner through divorce or death, being thrust into singlehood can be an emotionally and financially jarring experience.  To get yourself back on firm footing, at least financially, follow these five steps: Finalize financial plans.  In the case of a divorce, you must ensure that the … Read More

Weekly Newsletter – Don’t Forget to Include Your Digital Assets In Your Estate Plan- Part 2

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Don’t Forget to Include Your Digital Assets In Your Estate Plan—Part 2   In the first part of this series, we discussed the importance of including your digital assets in your estate plan. Here, we’ll talk about the best ways to get started with this process.   Today, estate planning encompasses not just tangible property like finances and real estate, … Read More