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The Essential Estate Planning Documents, Trust

The Essential Estate Planning Documents

July 26, 2021
Estate planning is the process of organizing one’s personal and financial affairs to ensure that your wishes for your...
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Traditional Bank Trust Company vs. Directed Trustee Services

Traditional Bank Trust Company vs. Directed Trustee Services

July 15, 2021
Selecting a corporate trustee to oversee the administration and management of a trust is a challenging and unique decision...
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Estate Planning

Estate Planning Strategies to Consider Ahead of Biden’s Potential Tax Changes

May 4, 2021
President Biden’s proposed tax policy includes potential changes to estate and gift tax as well as capital gains tax...
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Responsibilities of a Trustee

The Responsibilities of a Trustee

March 19, 2021
When planning for your family’s future, two critical decisions include choosing a guardian for your children should something happen...
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Tax Advantages To Combining College Funding with Estate Planning

Education Funding Strategies

March 17, 2021
When planning for a loved one’s education, it might make sense to combine college saving with estate planning. In...
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Common Estate Planning Mistakes

Common Estate Planning Mistakes

March 5, 2021
As you revise your estate plan or create a new one, discover 10 common estate planning mistakes that could...
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Your Questions Answered Estate Planning

Your Questions, Answered: Estate Planning

February 18, 2021
On this week’s episode of Your Questions, Answered  Chris Housen  and  Brian Leitner  discuss creating your own estate plan,...
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Having A Proper Plan Before A Health Scare

January 5, 2021
Have you ever been involved in a health scare? It could’ve been a friend, or a loved one, or...
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Your Questions, Answered: Naming a Trustee or an Executor

November 19, 2020
On this week’s episode of Your Questions, Answered Chris Bixby and  Brian Leitner  discuss considerations for naming an executor, and answer...
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Create a Will and Trusts to Protect Your Assets and Loved Ones

Create a Will and Trusts to Protect Your Assets and Loved Ones

November 5, 2020
Beloved Black Panther actor Chadwick Boseman sadly died without a will. What does that mean for his wife? She...
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Your Questions, Answered: Estate Planning Considerations

Your Questions, Answered: Estate Planning Considerations

October 1, 2020
On this week’s episode of Your Questions, Answered Joe Hendrix discusses things to consider with estate planning, and answer...
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Don’t Put it Off Review Your Estate Plan

Don’t Put it Off—Review Your Estate Plan

September 29, 2020
An estate plan review may rank right up there with doing your taxes, so you’ve likely been putting it...
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