If You Haven’t Been Regularly Reviewing Your Estate Plan, When Should You?

How frequently you should review your estate plan depends on how old you are and whether there has been a significant change in your circumstances. If you are over age 60, for example, and you haven’t updated your estate plan in a decade or two, it’s almost certain that you need to update your documents. […]

Five Ways People Make Mistakes in Their Estate Plans

You spend the first half of your adult life trying to achieve financial security and the second half of your life trying to maintain it.  This adage is why many people spend substantial time and effort maximizing their legacy goals in their estate plan, ensuring their wishes come to pass. Your life’s work and ability […]

How Much Should a Trustee Be Compensated?

Serving as a trustee of a trust can be a huge responsibility, so trustees are entitled to compensation for their work. The amount of compensation depends on the type of trustee and the complexity of the trust. Depending on the trust, a trustee’s duties can include managing trust assets, making distributions to beneficiaries, paying taxes, […]