Estate Planning Essentials

Now more than ever, it is imperative that each of us have a comprehensive estate plan in place. A properly executed Healthcare Directive, Power of Attorney for financial management, Will, and Trust allow us to express our wishes and make those wishes known to our...

I am a trustee – now what?

As you take on the role of trustee, you probably have a lot of questions and concerns. This is understandable because it can be an intimidating and confusing experience. But, with the right help, you can fulfill your duties and carry out the wishes of the grantor....