Preparing for the Inevitable: Creating Your Legacy Binder Planning for the unexpected isn’t easy — but it’s one of the most meaningful ways to protect and support the people you love. A legacy binder (sometimes called a “family preparedness file”) is a simple but...
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...
Over the past year, the widespread prevalence of the coronavirus disease has changed life for many. Moreover, COVID-19 has affected the way that many businesses must operate, and in response, many employees are finding themselves working remotely on a regular basis. Companies need to ensure that their confidentiality practices are enforced in a remote setting […]
