Protecting Assets For The Next Generation

Fall is back-to-school time, and our focus is on our children’s educational future. This makes it the perfect time to remind you how important it is to take steps to secure your descendant’s financial future. By incorporating asset protection in your estate plan, you...

Your Cyber Legacy: 3 Tips for Your Digital Assets

There’s an entire category of commonly-overlooked legacy to consider – digital assets. Don’t worry if you didn’t consider these assets when made your will or trust – it’s surprisingly common and, luckily, easy to correct. What are...

5 Mistakes Made by Successor Trustees (and How to Prevent Them!)

When establishing a trust, you need to give serious thought to choosing your successor trustee—the person who will administer your trust once you’re no longer able to do so. This individual ideally should be: Someone you trust implicitly. Someone who is organized,...