Blog Articles

Estate Planning

What You Need to Know If Asked to Be a Trustee

If asked to be a trustee, anyone, unless previously experienced in this field would not know what the responsibilities are. How much work is involved? What is the time frame? Do I need to prepare tax returns and handle accounts? Can I get help? When do my responsibilities end?

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Advance Healthcare Directives

Estate Planning for Digital Assets

When you think about your estate, you may think about your personal property, real estate, or investments. You also have other, less-tangible assets—and they also deserve your attention.

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Durable Power of Attorney

Leaving a Legacy Is Not Just about Money

Leaving a legacy — sounds like something only wealthy people can do, right? It can be something like making a giant bequest to a university or passing on a significant estate to your children.

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