Can a Disabled Individual Be an Executor or a Trustee?

Posted by Matt Perkins | Jun 21, 2021 | 0 Comments

An important element of creating an estate plan is choosing a responsible party to handle your legal, medical, and financial affairs if you become unable to manage them yourself (i.e., become incapacitated) or die. The individual or entity you choose must be someone whom you can trust to make cru...

The Recipe for a Satisfying Estate Plan

Posted by Matt Perkins | Dec 21, 2020 | 0 Comments

Misconceptions about who needs an estate plan abound. Most people believe that estate planning is only for extremely wealthy business moguls or celebrities. But that could not be further from the truth. Estate planning is the process of making decisions about what happens to you, your money, and ...

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Everyone has different priorities. Whether you want to make sure that things are easy for your kids. Or you want to make sure your grandkids can graduate college without piling up student loan debt. Or you don’t want your hard earned money going to that “no good” son-in-law.

Our process is designed to make sure that your estate plan reflects your priorities and reaches your goals.

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