Jun 26, 2023 | Estate Planning, Trust, Trustee
Serving as a trustee entails a broad array of duties, and you’re both ethically and legally required to execute those duties or face potential liability. Your responsibility as a trustee will vary greatly depending on the size of the estate, the type of...
Jun 19, 2023 | Beneficiaries, Estate Planning, Trust
The following four mistakes are among the most common we see clients make when selecting life insurance beneficiaries. If you’ve made any of these errors, contact us immediately so we can support you to change your beneficiary designations on your policy and ensure...
Jun 12, 2023 | Estate Planning, Trust
You may need clarification about whether you need a revocable living or irrevocable trust. More and more, we’re seeing people come our way asking for a irrevocable trust, and so this article is designed to help you learn the difference and then get into an “eyes wide...
May 8, 2023 | Estate Planning, Trust
Here we’re going to explain the tax implications associated with different types of trusts. If you need further clarification about trusts, taxes, or any other issue related to estate planning, meet with us for additional guidance. TWO TYPES OF TRUSTS There are two...
Mar 27, 2023 | Cryptocurrency, Estate Planning, Trust
Two weeks ago in part one, we discussed some of the most common types of digital assets and the current legal landscape governing what happens to those assets upon your death or incapacity. Now we offer some practical tips to ensure all of your digital assets are...
Mar 13, 2023 | Cryptocurrency, Estate Planning, Trust
There are several special considerations you should be aware of when including digital assets in your estate plan, as well as some practical tips to ensure your digital property is properly accounted for, managed, and passed on in the event of your incapacity or...
