How to Choose a Trustee

When you establish a trust, you name someone to be the trustee. A trustee manages and administers the trust. The job includes - collecting income, paying bills and taxes, saving and investing for the future, buying and selling assets, providing for your loved ones,...

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A Trust for Your Best Friend?

Why Every Pet Owner Needs to Consider a Pet Trust Today Estate planning is about protecting what’s important to you. Although much of the traditional estate planning conversation focuses on a surviving spouse, children, and grandchildren, many pet owners wonder about...

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The Tax Trap of Gift Giving

Although it’s the season of giving, no one has Uncle Sam on the gift-giving list. Luckily, the law provides you many opportunities to give gifts to family, friends, and charities without having to include the IRS.  Some are straightforward, while others may require...

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Your Fall “Legal Affairs” Checklist

With the fall season in full swing, it’s an excellent time to review your legal affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: 1. When was your power of attorney last updated? A power of attorney is a valuable legal document,...

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