Planning for the future brings peace of mind, but the legal terms can feel like alphabet soup. Two roles that often cause confusion are the Trustee of a Trust and the Agent under a Financial Power of Attorney (POA). Both...
How Cryptocurrency and NFTs Fit into Your Estate Plan
October 17, 2022
Five years ago, cryptocurrency was probably not on your radar. Today, it may be an important investment in your portfolio. You could even own some nonfungible tokens (NFTs), which are powered by the same blockchain-based...
Estate Planning Basics
September 20, 2021
No matter the size of your estate, most people can benefit by having an estate plan in place. By not preparing an estate plan the task of settling your affairs is made more complicated and potentially more costly for your...