May 16, 2023
A family member can serve as an executor or trustee for your estate plan. An executor is responsible for managing your estate after your death, including distributing your assets to your heirs according to your wishes. A trustee, on the other hand, is responsible for...
May 4, 2023
A humorist, Will Rogers, in the 1930s took aim at a couple of his favorite topics saying: “the only difference between death and taxes is that death doesn’t get worse every time that Congress meets.” For decades, I have joked about my idea for an advertising campaign:...
May 2, 2023
Selecting the best fiduciary for your estate plan is a critical decision that should be made with careful consideration. A fiduciary is a person or entity that is appointed to manage your assets and affairs in the event that you are no longer able to do so yourself....
Apr 18, 2023
A revocable living trust is a legal document that allows you to transfer your assets to a trust during your lifetime. The trust then becomes the legal owner of your assets, and you can continue to manage and use them as the trustee of the trust. One of the primary...
Apr 4, 2023
A revocable living trust is a legal document that allows you to transfer ownership of your assets to a trust during your lifetime. As the grantor or creator of the trust, you can serve as the trustee and retain control over the assets, while also designating a...
