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If You Will®: Short Takes on Estates, Taxes and Trusts - May 2013

"IF YOU WILL®: Short Takes on Estates, Taxes and Trusts” is a quarterly glance through an informal lens at selected news items, court decisions, legislative changes and/or important issues pertinent to estate planning. It is...more

Insight on Estate Planning - April/May 2013: The key to an effective trust is education

A trust is a versatile estate planning tool. But no matter how well it’s designed and drafted, a trust won’t reach its full potential unless all of the stakeholders — grantor, trustee and beneficiaries — understand the...more

Choosing the right estate trustee

Your estate trustee (or executor) is the person you choose to handle your estate after you die. This position carries a lot of responsibility. It’s important to choose your estate trustee with care. An estate trustee...more