A very important part of any estate plan is the selection of the right person(s) or institution to act as Executor, Trustee or Guardian. I have seen problems occur in the administration of estates caused by the selection of a person to act as a fiduciary who was unable...

When you are considering the preparation of a Will or other estate planning legal document it is very important to review all of your assets, liabilities, income, title ownership, expectations, life insurance plans, sheltered accounts and retirement horizon with your a...

Hi! My thought of the day involves estate planning-it is never too early to start thinking about your estate plan and, for that matter, your financial plan. We can help with this and we will coordinate with your financial planner to help you achieve your goals, includi...