WHAT IS AN “ESTATE PLAN?”

WHAT IS AN “ESTATE PLAN?”

These days folks are bombarded with ads for estate planning seminars and webinars about estate planning. They are asked to choose between wills and trusts without really understanding the practical effect of their choice upon themselves, and upon their heirs. Here is...
How to Choose an Agent or Fiduciary

How to Choose an Agent or Fiduciary

Often the hardest decision a person makes in their estate plan is choosing whom to serve as an agent or fiduciary. The considerations and skills required to be an effective fiduciary are not the same for every document, or in every family. Here are a few helpful tips...