How to Choose a Trustee
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 ...
How to Choose a Guardian for Yourself
Every day we make hundreds of decisions from what to eat for breakfast to where we go on vacation. With each passing day, there are more choices to be made. ...
How to Successfully Make a “Large” Gift to Your Children or Grandchildren
What constitutes a “large” gift can be relative. If you are considering giving cash or property to someone, a little bit of planning can help avoid negative consequences. This is ...
Five Considerations When Selecting a Guardian for Your Children
There is no question that having children changes everything — and estate planning is no exception. If you and your spouse pass away or become legally incapacitated, and arrangements were ...