One of the critical aspects of estate planning is selecting a capable and trustworthy Trustee to manage your assets and carry out your wishes. To ensure that your chosen Trustee is well-prepared and equipped with the necessary knowledge, we are hosting a Train the Trustee Workshop. This informative session will delve into the essential duties and responsibilities of a Trustee, providing valuable insights and practical guidance. We offer online and in-person attendance! Registration is required, so save your spot today! Please click on the link provided below for online attendance registration. If you would like to attend in person, please give our office a call.
How to Communicate Your Estate Plan with Your Family
5 Key Tips Estate planning isn’t just about creating legal documents—it’s also about ensuring your loved ones understand your wishes and intentions. Having a well-crafted plan is important but communicating that plan with your family can be equally crucial to avoid confusion and ensure everyone is on the same page. Here’s how you can navigate these sometimes tricky conversations: 1. Start the Conversation Early Waiting until a health crisis or life-altering event to discuss your estate plan can make an