What Are The Duties of a Trustee in Administering a Trust? featured image

What Are The Duties of a Trustee in Administering a Trust?

A trustee is an individual or entity appointed to manage a trust on behalf of its beneficiaries. As such, being a trustee comes with significant…

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May 31, 2023

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How Do You Pay the Bills of an Estate? featured image

How Do You Pay the Bills of an Estate?

When a loved one passes away, managing their financial affairs may not be top of mind, but it should be at the top of your…

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May 25, 2023

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Why it is Important to Designate Beneficiaries on Life Insurance Policies, Retirement Accounts, etc. featured image

Why it is Important to Designate Beneficiaries on Life Insurance Policies, Retirement Accounts, etc.

When it comes to estate planning, many people focus on creating a will or trust to ensure their assets are distributed according to their wishes…

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May 19, 2023

If I Do Not Have Kids Yet, Do I Still Need to Create a Will? featured image

If I Do Not Have Kids Yet, Do I Still Need to Create a Will?

For many people who do not have children, estate planning may not be at the forefront of their mind. If you do not have children,…

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May 10, 2023

Do Wills Need to be Notarized? featured image

Do Wills Need to be Notarized?

Creating a will is an important step towards ensuring your assets are distributed according to your wishes. There are many rumors and myths surrounding the…

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May 5, 2023

What is the Difference Between an Executor and Trustee? featured image

What is the Difference Between an Executor and Trustee?

By establishing a will or trust, you are creating instructions for your executor or trustee to carry out your final wishes and distribute your assets…

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April 24, 2023

What is the Difference Between Revocable and Irrevocable Living Trust? featured image

What is the Difference Between Revocable and Irrevocable Living Trust?

Estate planning can feel like a tedious process, given how many decisions are involved. What is the difference between revocable and irrevocable living trusts? There…

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April 10, 2023

What is the Difference Between Durable Power of Attorney and General Power of Attorney? featured image

What is the Difference Between Durable Power of Attorney and General Power of Attorney?

If you are developing an estate plan, one of the choices you have is whether to complete a power of attorney document. In the power…

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March 24, 2023

Is There a Difference Between a Will and a Revocable Trust? featured image

Is There a Difference Between a Will and a Revocable Trust?

If you have never established an estate plan, the words “will” and “trust” may be one and the same to you. But the reality is…

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February 17, 2023

Powers of Attorney versus Protected Proceedings featured image

Powers of Attorney versus Protected Proceedings

When an individual cannot care for themself, whether it is due to age or incapacity, someone else may need to step in to handle the…

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January 17, 2023