Transforming Estate Planning Through Communication Part 2: Preserving Family Legacy Through Communication Welcome to the second installment of our series, where we focus on the indispensable role of communication in preserving a family’s legacy through estate...
Transforming Estate Planning Through Communication Part 1: The Importance of Communication in Estate Planning Welcome to the first installment of our enlightening series focused on the pivotal role of communication in estate planning. Here, we delve into why effective...
Tax Returns, Records, & More: A Fiduciary’s Role in Estate Planning Estate planning and administration can be complex, with each role carrying its unique responsibilities. Fiduciaries, individuals or entities trusted with managing someone’s assets, hold a...
Stepping In: A Fiduciary’s Approach to Managing Assets at Incapacity Managing Assets in Incapacity: A Practical Guide for Fiduciaries Incapacity can strike anyone, at any age, and the burden of managing a person’s financial affairs often falls on the...
Mapping the Terrain: Recognizing Incapacity and Enacting Powers of Attorney Imagine being tasked with caring for your aging aunt, Mrs. Smith. Recently, she’s been having difficulty remembering to pay her bills and take her medications. While everyone has an...
What Not to Include in Your Estate Planning Documents One important purpose of estate planning is to facilitate the transfer of ownership of your money and property to your family and loved ones when you pass away. For this transfer to be as stress-free and efficient...
