Make sure your successor trustee is prepared to carry out your wishes. Our upcoming Trustee Training Workshop will provide basic estate settlement information for your adult children or other loved ones who will be your successor trustee upon your disability, incapacitation, and/or death. During this webinar, we will discuss the: Fundamental structure of an estate…
Read MoreA comprehensive estate plan will provide for what happens to you and your assets during your disability and after your death. It also allows you to designate who will carry out your wishes in the event of your incapacity or demise. Estate planning has never been more relevant or more necessary than it is today.…
Read MoreOur client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and…
Read MoreOur client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and…
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