Wednesday, 7 September 2022

Choosing a Trustee: Family Trustee, Financial Advisor or Professional Fiduciary?

Sitting down and discussing estate planning for the first time, you may have determined that a trust is the best estate planning vehicle to meet your needs. You may not have considered, however, who you want to serve as your trustee. Determining who your beneficiaries will be and how to distribute your assets to them […]

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Estate Planning Updates: It’s Time for a Little Spring Cleaning

Now that tax season is over, it’s time to turn our attention to getting organized and making updates to our estate plans. Estate planning up...