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...
Special Needs Plans Need Regular Reviews to Protect Loved Ones

Special Needs Plans Need Regular Reviews to Protect Loved Ones

“Estate planning generally focuses primarily on lifetime protection and post-death distribution of assets. Special needs planning focuses primarily on the individual beneficiary’s lifestyle and care needs.” Special needs planning is far more detailed than estate...
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