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Creating Your Estate Plan

Creating Your Estate Plan

May 25, 2023
While estate planning can be overwhelming for a lot of families, having a thorough estate plan in place can...
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Picking the Right Trustee 

Picking the Right Trustee 

May 18, 2023
Being a trustee is something that requires knowledge, effort and liability, so when you’re creating your estate plan, it’s...
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7 Common Estate Planning Mistakes to Avoid

7 Common Estate Planning Mistakes to Avoid

April 28, 2023
Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...
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Benefits of a Directed Trustee vs. a Corporate Trustee

Benefits of a Directed Trustee vs. a Corporate Trustee

February 6, 2023
Selecting a corporate trustee to oversee the administration and management of a trust is a challenging and unique decision...
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Choosing a Guardian and Trustee

Choosing a Guardian and Trustee

January 1, 2023
When planning for your family’s future, two critical decisions include choosing a guardian for your children should something happen...
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Trusts Offering a Silver Lining in a High Interest Rate Climate

Trusts Offering a Silver Lining in a High Interest Rate Climate

August 2, 2022
Given the current high interest rate environment, you may be wondering whether there are strategies you can employ to...
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Five Reasons to Use a Corporate Fiduciary

Five Reasons to Use a Corporate Fiduciary

January 8, 2022
Many important decisions regarding the transfer of your wealth are made when working with an estate planning attorney. However,...
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The Essential Estate Planning Documents

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

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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Education Funding Strategies

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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What is an Annuity and How Does it Work?

June 1, 2023
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Creating Your Estate Plan

May 25, 2023
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Picking the Right Trustee 

May 18, 2023
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