Why Choosing the Right Trustee is Critical

Personal Trustee

A lifetime is spent accumulating knowledge and financial security. How an individual passes that forward to the next generation takes thought and planning.  Establishing a trust is a responsible decision for your family’s financial future. That trust can help you manage your property and assets, reduce estate taxes, avoid probate, and leave a legacy. To…

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Estate Planning: Something New

Estate Planning - Something New

COVID-19 is impacting people in unanticipated ways. Google Trends (see chart below) is showing a significant increase in estate planning searches as people reflect upon how this might affect them and their legacy. Online estate planning websites are experiencing dramatic increases of 50% to 100%. The world has re-discovered the need for estate planning due…

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