Monthly Archives: March 2017

How to choose a Trustee

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 accurate records, and generally keep things organized and [...]

How to choose a Trustee2017-03-10T20:28:21+00:00

The Dangers of DIY Estate Plans

With the number of online and do-it-yourself (DIY) legal providers continuing to grow and advertise heavily, you may be wondering if you could do your estate planning with the help of these forms. The advertising is seductive. Ads say, “attorneys use similar forms,” “the cost is significantly less than hiring an attorney,” and “many of [...]

The Dangers of DIY Estate Plans2017-03-10T20:23:48+00:00
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