3 03, 2017

Things to Remember at Tax Time

2023-12-27T02:34:28-05:00March 3rd, 2017|

Tax day, which is April 18th in 2017, is approaching and it is time to begin crossing T's and dotting I's in preparation for paying taxes. As tax time draws near, you want to make sure you file all the [...]

28 02, 2017

Who Should Be Your Successor Trustee?

2018-02-02T22:10:40-05:00February 28th, 2017|

If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually someone will need to step in for you when you are no longer able to [...]

28 02, 2017

How to Choose a Trustee

2023-12-11T02:43:48-05:00February 28th, 2017|

If you create an irrevocable trust, you will need a separate person or institution, called a trustee, to manage the trust either now or in the future. Choosing the right trustee is crucial to making sure your wishes are carried out. [...]

28 02, 2017

Do It Now: Name a Guardian for Your Minor Child(ren)

2018-02-02T22:10:40-05:00February 28th, 2017|

We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too horrific to consider. But you must. If you don’t, a stranger will determine who raises your children if [...]