Who Is Part of Your Professional Team?

Who Is Part of Your Professional Team?

If you are like most Americans, you have at least one to-do list. You might also use lists when you are shopping, brainstorming, setting goals, and planning for events. To-do lists, grocery lists, bucket lists . . . the list goes on. However, there is one crucial list...
How Do You Define the Beneficiaries of Your Trust?

How Do You Define the Beneficiaries of Your Trust?

Who are your descendants? In the past, the definition of descendant was straightforward: a person who can be traced back to a specific ancestor through the same bloodlines. But planning for today’s more diverse family structures now encompasses much more than...
Why Can’t I Just Prepare My Own Estate Plan?

Why Can’t I Just Prepare My Own Estate Plan?

You may think creating a simple estate plan should be easy and something you can do independently. Unfortunately, this is not the case. Estate planning laws vary greatly from state to state, can sometimes be complicated, and constantly change. An experienced estate...