Fiduciary Duties: Buying and Selling Stock According to Forbes, one of the most common mistakes made during estate administration is failing to buy or sell securities
Estate Planning for Minimizing Gift Taxation Leaving behind money to your family, friends and other loved ones is a satisfying option for those with property to
Why End-of-Life Planning Should be Included When Planning for Long-Term Care Expenses It may seem like there are simply too many other tasks to take care of when you or a loved
Do Small Business Owners Need a Financial Power of Attorney? Estate Planning for Small Business Owners As the sole owner of your business, you have many responsibilities. From hiring and
Probate Administration: Asset Identification As an executor of a will, it is your fiduciary duty to identify all assets of the estate. Failing to
Protect Your Family’s Future | An Exclusive Seminar for Masons on Thursday, April 26th Tara Frame and Erica Redmond are giving a closed seminar to Masons on Thursday, April 26, 2018 at 7:30 pm.
Using a Trust to Give to a Charity Giving to a charity after death is one of the best ways to leave a lasting, beneficial mark on the
Do Not Resuscitate Order For some, one of the most important aspects of their estate plan is a Do Not Resuscitate order, more commonly
Estate Planning for Cryptocurrency Cryptocurrency is so new that many investors (people that own cryptocurrency) forget to include it in their will or trust.
Life Insurance and Probate When a Life Insurance Policy Must Go Through Probate A beneficiary must be named with the insurance company for the