Tom

How to Select a Fiduciary for My Estate Plan

Selecting a fiduciary (Executor and Trustee) is an important decision when creating an estate plan. A fiduciary is a person or institution…

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What Does a Trustee of a Revocable Living Trust Do?

A trustee of a revocable living trust is responsible for managing the assets held in the trust during the lifetime of the…

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Designating a Legal Guardian for Your Children

It is essential to plan for a situation where your children may need a guardian, even though it may be uncomfortable to…

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7 Life Events That May Trigger a Change in Your Estate Plan

Throughout your life, there will be several life events that may cause you to take pause or change the direction that you’re…

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Estate Planning vs. Long Term Care Planning: What’s the Difference?

As experienced estate planning attorneys, one of the questions that we commonly receive from our clients revolves around the unique differences between…

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Estate Planning 101: Why You Should Work with an Estate Planning Attorney

While a general-practice attorney can prepare a will or trust for you, an experienced estate planning attorney can design a comprehensive estate…

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How Do I Talk with My Children about My End-of-Life Wishes?

Your comprehensive estate plan will include documents about your wishes for end-of-life care. But talking with your adult children in person is…

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Effective Estate Planning Requires a Complete List of Assets

When it comes to estate planning, most people want to pass as much of their wealth as possible to their beneficiaries. But…

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Discussion Points: Cryptocurrency

What is cryptocurrency? Cryptocurrency is digital currency, which exists entirely online. If you’ve heard the word but don’t know exactly what it…

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Young Adults: 7 Benefits to Starting Your Estate Plan Now

Young adulthood is an exciting time full of changes and increasing responsibilities. Transitioning from student to fulltime employee. Striking out on your…

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