Using a Trust to Support Charitable Giving

Charitable giving is an impactful way to leave a lasting legacy, and incorporating a trust into your estate plan can provide an efficient and thoughtful method for supporting causes close to your heart. Trusts allow you to structure your charitable contributions with...

How Do I Choose the Right Trustee for My Trust?

Establishing a trust is a crucial step in protecting your assets and ensuring they are distributed according to your wishes. However, the effectiveness of a trust relies heavily on selecting the right trustee. The trustee plays a vital role in managing and...

How Often Should You Update Your Estate Plan?

Estate planning is not a one-time task; it requires regular updates to ensure that your wishes are respected and your loved ones are protected. Life is full of changes, and your estate plan should reflect these changes to remain effective. Here’s a guide on when...

How Often Should I Review My Estate Plan?

Estate planning is not a one-time event; it is an ongoing process that requires regular attention and updates. As life circumstances change, so too should your estate plan. Understanding how often to review your estate plan can help ensure that it remains aligned with...