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Why do we default to the same individual serving as- Power of Attorney, Executor, and Trustee?

This is a one page description for clients with insights to consider for the 5 primary questions they will need to consider...

This quick video explains how the documents in a Trust-Based Estate Plan work together. (3 min.)

Trust funding is the process of transferring ownership of your assets into your trust so the trust becomes the legal owner. Properly funding a trust is essential to ensure your estate plan works as intended, avoids probate, and allows your assets to be managed and distributed according to your wishes. Without proper funding, even a well-drafted trust may fail to achieve its intended purpose.

What is a MAPT? Are their alternatives that will accomplish my goals and avoid potential complications?

Free tools to help you better understand the basics of estate planning, like different plan types, who should fulfill certain roles, and how the documents work together within a Trust-Based Estate Plan.

In today’s fast-paced financial services world, efficiency is everything. Managing client relationships, balancing portfolios, tracking...

Confidence is the cornerstone of success in financial advising. When you feel confident, you communicate clearly, build trust, and close...

Changes in tax law and planning thresholds can significantly impact your estate plan, gifting strategies, and overall financial picture. The 2026 important numbers outline updated tax brackets, deduction limits, retirement contribution thresholds, and estate and gift tax exclusions. Keeping these figures in mind allows you to proactively adjust your plan and take advantage of opportunities to preserve and transfer wealth efficiently.

What is going to happen to "my stuff"? What are beneficiary restrictions and designations? Where do I leave gifts to charities and individuals? What is the difference between specific gifts and personal property?

Basic estate planning techniques for todays modern blended family.

What is "reasonable compensation" for trustees? How beneficiaries may ensure it is reasonable.

Why you should consider equitable distributions to children when family businesses or prior monetary gifts are involved. How flexible provisions and careful planning can help.

Why you should be over concerned with creating a irrevocable trust, even in a state that favors them.

Why a marital or joint trust is the default for married couples. Why separate or individual trusts may not be necessary.

Should surviving spouses be allowed to amend a marital trust?

How can a trust protect my heirs from creditors and divorce settlements?

Homestead Exemption - Simplified How does it protect me and how much is protected from creditors?

The key difference between an immediate power of attorney and a springing power of attorney lies in when they become effective.

What are HEMS?

Business owners should pay careful attention to Control, Privacy, and Continuity of Business Affairs.

A review of the advantages and disadvantages of multiple trustees working together.

Here you can review the standard and additional features found in all of our Trust-Based Estate Plans.