Estate Planning Tool For Every Family: The Legacy Vault
Ensure your family knows what to do and where your important documents are in an emergency with the Legacy Vault. Be prepared and organized.
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Successor Trustee Mistakes That Can Undermine Your Final Wishes
Choosing the right successor trustee is one of the most important decisions you will make when creating a trust. Your successor trustee will be responsible for managing your trust’s assets when you are no longer able to do so, whether due to incapacity or death. Selecting the wrong person can undermine your carefully laid plans and lead to family conflict, financial mismanagement, and even legal disputes.
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Incapacity Planning – Who Will Manage Your Affairs When You Can’t
Most Americans think of estate planning as simply deciding who gets what after they pass away. But what happens if you’re alive but unable to manage your own affairs?
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