Also referred to as a conservator or protector. A guardian is named to serve for the benefit of a minor …
Advance Health Care Directives
Also known as a living will, personal directive, advance directive or advance decision. Planning ahead for future health care decisions …
The Role of the Power of Attorney
No one likes to consider the possibility of becoming mentally incapacitated due to age, accident or illness, but the fact …
What is the Role of a Trustee
When a trust is created, the creator of the trust names someone to serve as the trustee and to assume …
What is The Role of the executor
An executor ties up personal and/or business affairs after someone passes away. The executor may also be referred to as …
Using Trusts as Part of Your Estate Planning
There are advantages and disadvantages to using a trust as an estate planning tool. Depending on your goals, the use …
Being A Caregiver
The most important thing to know about caregiving is that you do not need to do it alone. Getting support …
Family Wealth Management: Tips for A Successful Transition Between Generations
Key Points Develop a family financial map Communicate early and often Be clear about your expectations and values Introduce your …
10 Rules for the Retirement Road
Key Points Today is the best time to start planning for retirement. Why? Time can be an investor’s greatest asset. …
The Gift Tax? Questions of Life or Death
The Tax Cuts and Jobs Act raised the lifetime exclusion limits for estate and gift taxes from roughly $5.5 million …