A trust advisor is an individual given the power to ensure that the purposes and goals of the trust are ultimately fulfilled. Here are some helpful tips for how to choose your trust advisor.

What does National Estate Planning Awareness Month mean for you? It’s an opportunity to think about your estate plan, your loved ones, and your legacy, and what might need to change.

You’ve got yourself a living trust. Congratulations! But guess what? A trust is pretty much like a high-performance sports car. It won’t get you anywhere without fuel. 

Contact us to schedule a Legacy Roundtable with you, your loved ones, your estate attorney, and your financial advisor. We’ll lead it for you.

Tax time is coming up fast. Start with these helpful tax guidelines for 2023 and 2024.

The end of the year will be here before we know it. To help you get ahead, we’ve created a checklist of top-priority items to address before the year ends.

The SECURE Act altered how a beneficiary of an IRA is required to take withdrawals. Because of this, it may be more advantageous to make a trust the beneficiary of an IRA.

How to set up legacy contacts for Apple, Google, and password management software to ensure access to your digital accounts after incapacity or death.

When a loved one dies: first, you grieve. Next, as their successor trustee, there is a series of obligations that you must handle to put your loved one to rest and to manage their estate.

Estate plans are almost magical: they allow you to maintain control of your assets, yet protect you if you become incapacitated. They take care of your family and even your pets.