Assisting Your Clients: 3 Powers to Consider Giving to a Trust Protector

Many estate plans today include trusts that become irrevocable upon the trustmaker’s death and continue for the benefit of a surviving spouse, children, or other loved ones. Some trusts are designed to span multiple generations. For example, a trust may leave an...

Estate Planning Awareness – The Lesson Plan for Your Estate

In honor of Estate Planning Awareness Week, we are taking this opportunity to make sure you have the foundational estate planning documents to ensure your own successful future. Below are some basic questions and answers about estate planning and how estate planning,...