5 Reasons Uncle Bill May Not Make a Good Trustee

5 Reasons Uncle Bill May Not Make a Good Trustee

If you have created a trust that you intend to last for decades, choosing the right trustee is critical to ensuring the trust’s longevity and ultimate success. Initially, you may think that a family member (for example, Uncle Bill to your children, who are the initial...
Ways to Keep a Loved One’s Memory Alive After They Pass

Ways to Keep a Loved One’s Memory Alive After They Pass

When somebody close to us passes away, we are left with constant reminders of them. Maybe it is a jacket hanging in the closet that still bears the scent of their cologne, a dog-eared book on their nightstand, their handwriting on a scrap of paper, a bench where they...
Ensure That Your Loved Ones Call the Right Doctor

Ensure That Your Loved Ones Call the Right Doctor

As in previous years, improving physical health ranked among the top goals that Americans set for themselves in 2025.1 But while goals like losing weight and building strength remain popular, there is a growing emphasis on overall well-being, including mental health...
It’s Planning Season

It’s Planning Season

Thoughtful planning must be done every season of your life. To properly prepare for the next season in your life and the lives of your loved ones, you need a well-executed estate plan. When crafting a foundational plan to protect yourself, your loved ones, your...