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 …
Things You Can Do to Help Prove You Are Mentally Competent When Executing Your Estate Plan
Although we would all like to believe that our family and loved ones will honor our wishes as expressed in our estate plan, contests are more common than you might …
Apple Legacy Contact Information
How to add a Legacy Contact for your Apple ID A Legacy Contact is someone you choose to have access to the data in your Apple account after your death. …
Your Planning Team for Your Next Adventure
When planning your next great travel adventure, you may decide that you can do it yourself. You know what you and your travel companions want to see and do, how …
Important Issues to Address Before You Leave on Vacation
Getting ready to embark on your next great adventure? Before you zip up the last suitcase, here are five issues you need to address to protect yourself and your loved …
Myths and Frequently Asked Questions: Estate Planning for World Travelers
Myth #1: International travel is no different than domestic travel. False. Although all travel requires planning and can involve risk and complications, international travel requires taking extra steps and addressing …
Powerful Provisions in Your Financial Power of Attorney
In a financial power of attorney, you designate a trusted decision maker (agent or attorney-in-fact) to act on your behalf if you become disabled or unable to manage your financial …
LGBTQ+ Estate Planning to Protect Yourself and Your Loved Ones
Estate planning is for everyone. Regardless of your wealth, age, marital status, gender identity, or sexual orientation, it is crucial to have a plan in place to protect your money, …
Bahá’í Estate Planning Considerations
Bahá’í estate planning, like estate planning for many of the world’s major religions, must be undertaken with a careful eye on sacred law and customs. For those unfamiliar with the …
Myths and Frequently Asked Questions: Estate Planning for First Responders
Myth 1: I can do estate planning any time. I do not need to worry about it right now. Tragedy can strike at any time. Putting your life on the …