Month: August 2016

Estate plans are living, breathing creations. Your life can and will change due to new births, children getting older and other shifts in the family; changes to your portfolio, career

As poet Robert Burns mused centuries ago, “The best-laid plans of mice and men often go awry.” Despite thoughtful effort and a concerted strategy, you cannot prepare for every emergency.

As social beings, people like helping others and giving back to our communities. We are innately drawn to working, living, and growing together. Today, with our busy lives and high

When you establish a trust, you name someone to be the trustee. A trustee does what you currently do with your financial affairs: collect income, pay bills and taxes, save