Blog Articles
Before You Agree to Be a Trustee, Read This!
This article offers a brief overview of what serving as a Trustee typically entails. If you are asked to serve as Trustee, feel free to contact us to support you in evaluating whether you can effectively carry out all the duties or if you should politely decline.
Almost Three Years After Her Death, Aretha Franklin's Poor Estate Planning Continues To Haunt Her Family—Part 2
Here in part two, we will discuss how Aretha could have planned to spare her loved ones from their current conflict, expense, and embarrassing public exposure. From there, we will discuss how you can take steps to ensure that your family can avoid suffering a similar fate as Aretha's, even if you have far less wealth and assets than Aretha.
Would You Make This Million Dollar Mistake?
Imagine this: You're in your twenties and you fill out a form at work, naming your significant other as the beneficiary of your retirement account. Fast forward 28 years - you've long since broken up, lived a full life, and died, and your ex gets your now-million-dollar nest egg. Sound far-fetched? It's not. Read more…