After signing the estate planning documents, our clients are given their original signed documents and copies of their documents in a red Estate Planning Portfolio. Mary Falk, the principal of the … [Read more...]
Planning Ahead
There are a range of people in the estate planning world; those who don’t know anything about an estate plan, those who have heard of one but don’t really know anything about it, and those who are … [Read more...]
Article: Don’t Have A Will? Lack of Estate-Planning Could Cost Your Successors Dearly
I think it is common for many individuals to “forget” about creating an estate plan during their lifetime. Either they procrastinate and push it off until later, they don’t know which estate planning … [Read more...]
Handwritten changes on your Will or Living Trust
It is never a good idea to make handwritten changes to your Will or Living Trust. The major reason for this is because while you think your notes are clear, they may actually cause confusion or even … [Read more...]
Choosing the Right Successor Trustee
A Successor Trustee is an individual (child, sibling or friend), institutional trust department or a licensed professional private fiduciary chosen by you to manage your living trust upon your … [Read more...]
