by Christine Brown | Apr 24, 2023 | Estate Planning, Funeral Planning
Writing your Last Will and Testament is a crucial step in planning for your future. But did you know that it’s also possible to create a plan for the way you want your funeral and memorial service to be conducted? It may seem daunting, but it doesn’t have to be. Read...
by Christine Brown | Apr 19, 2023 | Estate Planning, Special Needs Planning, Special Needs Trusts, Trusts
Parenting an adult with special needs can present unique financial challenges. A Special Needs Trust can help to ease the burden by providing additional resources without compromising your child’s eligibility for government benefits. Funds from a trust may be...
by Christine Brown | Apr 10, 2023 | Estate Planning, Trustee, Trusts
When creating a trust, one important decision to make is who will act as the trustee. Choosing to name a non-family third party as the trustee of your trust can provide several benefits. Here, we will explore why this option may be considered when deciding who will...
by Christine Brown | Mar 29, 2023 | Estate Planning
The last thing you want after you pass is for your family members to squabble over your estate. Unfortunately, even with forethought and planning, loved ones may challenge the validity of your will and final wishes, throwing your estate into a potentially long,...
by Christine Brown | Mar 24, 2023 | Estate Planning
Spring is a time for renewal, and it’s also a great time to take a fresh look at your estate plan. Whether you already have a will, trust, power of attorney, and healthcare directive in place or you’re just starting to think about these important...
by Christine Brown | Mar 9, 2023 | Estate Planning, Trusts
A living trust is a valuable tool in estate planning. You can manage it while you’re alive while passing control of your affairs to someone else upon your incapacity or death. The assets in the trust can also avoid probate, allowing successor trustees immediate access...
