James Murphy

Choosing a trustee is one of the most critical decisions in creating a trust-based estate plan. A trustee manages assets, adheres to your trust’s terms, and serves your beneficiaries’ best interests. Here are key factors to guide your selection process. Competency and...

Your estate plan isn’t a “set it and forget it” document—it’s a dynamic framework that should grow and change as your life evolves. Ensuring your plan reflects your current wishes and circumstances is critical for protecting your legacy, providing for loved ones, and...