How to Choose a Trustee

How to Choose a Trustee

“Only you know the strengths and weaknesses of your family members, putting you in the best position to decide if your spouse or your child can appreciate a trustee’s responsibilities.” To protect all that you have worked for and take care of the most important people...
Can Unmarried Couples Have An Estate Plan?

Can Unmarried Couples Have An Estate Plan?

Many couples–married or unmarried–want to have inheritance rights. This means they need to execute testamentary documents, such as wills, in order to ensure a solid estate plan. In states that do not recognize common law marriage, the state will not recognize a couple...
How Do TOD Accounts Work?

How Do TOD Accounts Work?

A Transfer on Death (TOD) account is a way to have accounts pass to beneficiaries immediately upon death. There are situations where this simple solution can work, and others where it creates a lot of headaches for families. With an estimated 57% of Americans not...
Using Estate Planning to Prepare for Your Future

Using Estate Planning to Prepare for Your Future

Planning a vacation is a lot more fun than planning for death, disability or needing long-term care. However, putting off estate planning means missing an opportunity to gather our thoughts on what kind of a legacy we want to leave behind, how we want to be cared for...