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

Should I Use a DIY Will?

For some people with complicated personal and financial lives, today’s complexities may not be fully addressed with a do-it-yourself service for wills and trusts.

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