Estate planning is a team effort and the lineup of individuals and professionals that you choose for your team roster will determine the integrity of your plan for years to come. An all-star lineup for your estate plan should...more
After creating and implementing a plan for your estate, it is important to regularly revisit your plan to ensure that it is still reflective of your values and goals for passing along your legacy. Seemingly small changes in...more
10/26/2020
/ Asset Management ,
Beneficiaries ,
Child Custody ,
Conservators ,
Estate Planning ,
Inheritance ,
Marital Assets ,
Power of Attorney ,
Spouses ,
Successors ,
Trustees ,
Trusts