Blog

How to Talk to Mom and Dad about Creating an Estate Plan
Conversations about death and dying are rarely fun. Most people avoid them because they invoke

Choosing a Corporate Trustee
Making plans for your money and property after you pass away is not the most

What Is a Medallion Signature Guarantee, and Do I Need One?
Upon seeing the words medallion signature guarantee (MSG), you may envision some shiny grand medallion,

Open Enrollment
With open enrollment of your employer benefits here, we wanted to take this opportunity to

Considerations Before Heading South for the Winter
For many snowbirds, cooler weather means it is time to head south. If you are

When You May Not Be Able to Use a Financial Power of Attorney
Besides directing what happens to your finances when you pass away, a comprehensive estate plan

Protecting a Loved one Who Is, Will Be, or Has Been Incarcerated
It is natural to want to protect our loved ones no matter what. However, you

Trust and Estate Administration: Whom Should You Bring to the Meetings?
A loved one’s passing is felt by their entire surviving family. But when it comes

How Your Financial and Estate Planning Team Has Your Back
Comprehensive estate and financial plans are not just for the wealthy. Anyone who cares for

How Can Remarriage Affect Your Estate Planning?
Divorce is more common now than it was in the past, as is remarriage. Depending

Estate Planning: Answering Common Questions of Senior Citizens
According to a study conducted by Caring.com, the percentage of people aged fifty-five and older

Basis: What You Need to Know
“Basis” is a term used frequently in tax law. But for many, the term is