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Month: February 2023

milestones in estate planning
Estate Planning

Important Milestones You Can Incorporate in Your Estate Plan

Life is full of contingencies. While some outcomes are relatively certain, other events are more difficult to predict. This uncertainty can create estate planning challenges. Because life changes quickly and …

Professional Trustee
Estate Planning / Power of Attorney / Retirement / Trust Administration

Red Flags When Hiring a Professional To Be Your Trustee

When you form a trust as part of your estate plan, one of the most important decisions you will make is who will oversee the trust’s management when you are …

Guardian US Citizen
Conservatorship / Estate Planning

Does the Guardian for My Child Have to Be a United States Citizen?

One of the more uncomfortable aspects of estate planning is deciding what will happen to your child if both you and the child’s other legal parent were to die unexpectedly. …

crypto nightmares
Estate Planning / Retirement

Don’t Let Your Cryptocurrency Give You and Your Loved Ones Nightmares

Although cryptocurrency may be one of the latest investment strategies with great potential, for some individuals and their loved ones, investing in cryptocurrency has not gone as planned. The following …

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