Funding a trust refers to the process of transferring assets into the ownership of a trust. Trusts are legal arrangements where assets are managed by ...

A trustee is a person or entity responsible for managing and administering your trust according to your instructions and following state law. They are considered ...

In my practice, I’ve encountered numerous cases where individuals attempted to manage their estate and trust administration independently, only to realize later that they had ...

If you lose your original estate planning documents, such as your will, trust documents, powers of attorney, or healthcare directives, it’s generally advisable to take ...

National Nutrition Month and estate planning might not seem directly related, but they both contribute to overall well-being and ensure a healthy future. Here’s how ...

People often ask me how old a person should be or how much money they should have to need an estate plan. My answer is ...

Estate planning is an essential aspect of financial management that individuals should consider regardless of the time of year. March is an excellent time to ...

Valentine’s Day and estate planning might seem like an odd pairing at first, but they can be quite interconnected, especially for couples who are committed ...

Are you like the groundhog? Occasionally, you stick your head out of your warm, protected cave of ignorance to think about what would happen to ...