If you have been chosen by a loved one to serve as the trustee of their trust, we’ve got your back. This latest blog post covers some of the basic duties and responsibilities of trustees so you know exactly what to expect.
Navigating business with loved ones? Learn why operating agreements are your secret weapon! Prevent conflicts, set clear expectations, and ensure success for your business and your relationships.
Safeguard your investment properties and gain asset protection by forming an LLC for your rental properties.
Express your gratitude by including charitable gifts in your estate plan.
Social media influencers have unique estate planning and business succession needs. This blog post discusses how to protect your assets and your business.
This Veterans Day, we salute all our veterans and military service members who have committed their lives to serving our country. To show our appreciation for your service, this blog post is dedicated to the intricacies of estate planning for veterans, military service members, and their families. Let’s walk through some of the reasons why estate planning is particularly important for military service members:
Understand the roles, responsibilities, and legal distinctions between trustees and trust protectors.
Debunking common estate planning myths and misconceptions.
Learn some essential strategies for safeguarding your most valuable asset – your home – in your estate plan to ensure a smooth transfer after your passing.
Adding beneficiaries to your accounts can be a simple way to start estate planning and avoid probate.