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...
Does A Revocable Trust Protect Assets?

Does A Revocable Trust Protect Assets?

Does my revocable trust protect assets from all long term care costs including nursing home and home care expenses? There are ways to protect assets, but a revocable trust is not one of them.  This question is frequently asked, and the reason for it is understandable....
Should You Update Your Will When You Move?

Should You Update Your Will When You Move?

“State-by-state differences in matters around taxes, inheritance, marital property and more make a thorough review imperative.” In the excitement of a move from one state to another, people often forget that their estate plan may need to also change with their address...