Lost Wills
Losing an original will is an expensive mistake.
Guardianship and Alternatives for Orphans
To put children first, plan around the money.
Insurance and Estate Planning
Risk management is a part of financial and estate planning. That means property and liability insurance, not just life insurance.
Promotion Time
What’s a good age to name children as executor? Maybe 25, even 30, if ever.
Corporate Fiduciaries
Corporate fiduciaries are expensive, but sometimes a wise investment.
Choosing Your Fiduciaries
Fiduciaries are the people that will care for you and your family when you cannot. Here’s help picking.
Trustees
Trustees manage your money long-term. Picking one is easier when you know what they do.