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.
Plan For The Road Ahead
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The Importance of an Operating Agreement for LLCs Among Loved Ones
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.
Why You Should Hold Rental Properties in an LLC
Safeguard your investment properties and gain asset protection by forming an LLC for your rental properties.
Leaving a Legacy of Gratitude: Charitable Giving in Estate Planning
Express your gratitude by including charitable gifts in your estate plan.
Understanding S-Corporations: What You Need to Know
Discover the essential estate planning considerations for physicians. Protect your practice, manage assets, plan for disability, and secure your family’s future.
The Crucial Need to Update Your Estate Plan
Discover why keeping your estate plan up-to-date is crucial, what life events require revisions, and the potential consequences of neglect.
Shielding Your Personal Assets: The Power of an LLC
Discover how forming an LLC can safeguard your personal assets and protect your wealth.
Navigating Estate Planning for Second Marriages: Building a Secure Future Together
If you’ve recently re-married, make sure your estate plan is up to date with these simple steps.
Understanding Advance Directives: Making Healthcare and End-of-Life Care Decisions
Learn the importance of advance directives in estate planning and end-of-life care decisions.
Estate Planning Tips for Frequent Travelers: Protecting Your Wishes on the Go
Explore essential estate planning tips for frequent travelers. Protect your assets and loved ones, no matter where your adventures take you.