by Eileen Kerlin Walsh | Mar 21, 2017 | Blog, Common Questions, Estate Planning, Living Trusts, Wills & Trusts
When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs – collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep...
by Eileen Kerlin Walsh | Sep 13, 2016 | Blog, Common Questions, Estate Planning, Living Trusts, Wills & Trusts
So you’ve established an Estate Plan. Good for you! However, you still have to ensure that the strategy you’ve selected will maximize your peace of mind and protect your legacy. Estate plans are living, breathing creations. Your life can and will change due to...
