by Brian Douglas | Dec 7, 2022 | Estate Planning
A living trust is a popular estate planning tool that can provide benefits before and after someone’s death. One of the primary advantages is avoiding the probate process. In this week’s blog, we are taking a look at the differences between revocable trusts and...
by Brian Douglas | Nov 30, 2022 | Estate Planning
A fiduciary is a person who occupies a position of such power and confidence with regard to the property or well- being of another person that the law requires him/her to act solely in the best interest of the person whom he/she represents. Fiduciary duties fall into...
by Brian Douglas | Nov 9, 2022 | Estate Planning
Planning for a Family Member with Special Needs With proper legal and financial planning, a family can guarantee that a loved one with a disability will enjoy a comfortable lifestyle after her or his caregivers are gone. Without proper planning, an inheritance or...
by Brian Douglas | Oct 26, 2022 | Estate Planning
When married couples are similar ages, estate planning is typically a joint process. The couples are like-minded when it comes to their property and beneficiaries. When a couple has a significant age difference, however, the estate planning process can be a little...
by Brian Douglas | Oct 19, 2022 | Uncategorized
When it comes to estate planning, there are many important roles that need to be set in place in case you are suddenly unable to act on your behalf or are deceased. You want to nominate people you trust and rely on to fill these roles, which are called fiduciary...
