Estate Planning Case Studies

While every person’s life circumstances are different, there are general estate planning needs that can be determined based on factors such as age, employment, marital status, life goals, etc. To help you understand what documents you might need, I’ve created the following case studies for… Read more

Should I Designate a Corporate Fiduciary?

When selecting fiduciaries to manage a will, trust, estate, etc, there are a few different options for filling these roles. Some people opt to designate individuals they know personally, some name corporations such as bank trust departments or trust companies, and some people select their… Read more

What Is a Last Will and Testament and How Does It Work?

The purpose of estate planning is to create and update the necessary documents to ensure your assets are protected and managed properly should you pass away or become incapacitated.   To do this successfully, it’s important for you to know what these estate planning documents… Read more

How Often Should I Update My Estate Plan?

After people create their estate planning documents (wills, trusts, Powers of Attorney, etc), they often neglect to update them when necessary. Some people are too overwhelmed by the process so they continue to put it off, and some people don’t even realize that these documents… Read more