The Role of The Successor Trustee
When creating a trust, it is common practice that the person doing the estate planning will name themselves as trustee and will appoint a successor trustee to handle matters once ...
Happy Easter
This celebration of Jesus Christ’s resurrection from the dead is Christianity’s most important holiday. It has been called a movable feast because it doesn’t fall on a set date every ...
3 Asset Protection Tips You Can Use Now
A common misconception is that only wealthy families and people in high risk professions need to put together an asset protection plan. But in reality, anyone can be sued. A ...
Happy St. Patrick’s Day!
What began as a religious feast day for the patron saint of Ireland has become an international festival celebrating Irish culture with parades, dancing, special foods and a whole lot ...
How to Leave Assets to Adult Children
When considering how to leave assets to adult children, the first step is to decide how much each one should receive. Most parents want to treat their children fairly, but ...
Daylight Savings Time
Spring is almost here! Don’t forget to “Spring Forward” tonight for daylight savings time and set your clocks ahead one hour.
Protecting Against Financial Fraud in Charitable Giving
Americans are very generous when it comes to charitable giving. In addition, lower earners give more proportionately than higher earners. Perhaps this is because lower earners understand how easily a ...
Happy Presidents Day!
Fun Fact: Traditionally celebrated on February 22—Washington’s actual day of birth—the holiday became popularly known as Presidents’ Day after it was moved as part of 1971’s Uniform Monday Holiday Act, ...
Happy Valentine’s Day
Did You Know? The day of romance we call Valentine’s Day is named for a Christian martyr and dates back to the 5th century, but has origins in the Roman holiday ...
Should I Write My Own Will?
I’m sure you have heard this less than eloquent phrase before – “Garbage in, garbage out.” The phrase is typically used in computer programming and scientific research. Unfortunately, it also ...