Do you have a trust, or are you considering adding a trust to your estate plan? If so, choosing a successor trustee is a crucial step in the process.
A poor choice for a successor trustee could destroy the legacy you built for your family. Choosing the wrong...
A corporate trustee is a trust company, investment firm, or bank trust department that manages a trust. The trustee manages and controls the trust according to the terms you outlined in the trust agreement. You can name an individual to serve as a trustee. However, it is wise to discuss the...
People often want to include their favorite charities in their estate plans in addition to providing for their loved ones. There are quite a few ways to accomplish charitable giving through your will or living trust.
This blog will discuss how to ensure your charitable giving goals are...
Usually, business succession does not go well without a plan. Eventually, business succession will happen with or without a plan because we are all mortal. When you think about all the work you put into building and running your business, you owe it to yourself to develop a plan for how you will step...
