Estate Planning, Guardian Program
Maintaining Your Relational Estate Plan Estate plans only work well when they are maintained. As your beneficiaries, personal representatives, agents, and assets change due to life events, the only solution is regular maintenance. Our Guardian program is designed to...
Estate Planning, Guardian Program, Trust
If you have created a trust or are considering doing so, you will need to know how to fund your trust once it exists. A trust only works if it owns your assets instead of you, and you will have to go through the process of putting all your assets into the trust once...