When a loved one passes away, dealing with the legal and financial aspects of their estate can be overwhelming. If your family member had a trust in place, you might…

Estate planning always seems to fall to the bottom of the to-do list. It’s one of those things we know is important, but there’s always a reason to put it…

Understanding the Role of a Trust Administrator One of the first roles a Trustee must assume is to understand exactly what is trust administration. This guide, crafted by the experts…

As we celebrate Women’s History Month, it’s essential to recognize the importance of financial empowerment for women at every stage of life. Estate planning plays a crucial role in empowering…

Losing a loved one is an incredibly difficult time, filled with grief and numerous responsibilities.  Knowing what to do when a loved one dies can be confusing and stressful.  During…

As March Madness sweeps the nation, excitement fills the air, and brackets are filling out in anticipation of thrilling matchups. For some lucky individuals, sports betting may yield unexpected windfalls,…

Navigating the world of estate planning can feel overwhelming, especially when terms like “will” and “living trust” get thrown around. Understanding the difference between a will and a living trust…

As the popularity of cryptocurrency continues to soar, it’s crucial for holders to consider how to safely pass along their digital assets to heirs. Estate planning for cryptocurrency presents unique…

The hit HBO series “Succession” offers more than just high-stakes drama and complex family dynamics; it provides viewers with a compelling glimpse into the intricate world of wealth, power, and…

When it comes to your estate plan, think! Don’t do what Aretha Franklin did and leave your heirs (or potential heirs) battling it out in court over handwritten wills. After…