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Who Should You Name as Fiduciary of Your Estate Plan?

The concept of “estate planning” is more than simply determining what family member may “inherit” a coin collection or ensuring that whatever money may be remaining after your death is split evenly among your children. It is much more complex; requiring both education and professional legal assistance to do properly.

While this article is not meant to provide a comprehensive examination of all the different types of estate planning documents or provide any sort of legal advice, it is meant to provide some insight and education from my experience as an attorney and trust officer so you can make your…


Financial Planning Tips for Special Needs Families

Financial planning is important at practically every stage of life, but it is especially critical as your family grows. For some, that may include more planning and preparation than others. As a parent of a child with special needs and as someone who is in the business of financial planning, I know and understand first-hand the challenges families face when it comes to planning for special needs kids.

Over the past 13 years, my wife and I have learned a lot about caring for our son, Thomas, which we couldn’t have done without the help of experts along the way….


The Benefits of a Unitrust

Some estate plans feature a trust under will that is created to provide an individual with a steady stream of money and, upon the death of that individual, distribute what is left in the trust to another individual. For example, a husband, in his will, may want to create a trust to provide his second wife with periodic payments for the rest of her life and, at her death, have whatever is left in the trust distributed to his children from his first marriage. A historically common way to do this is to instruct the trustee to pay the…


Don’t Overlook Incapacity Planning

Destiny is no matter of chance. It is a matter of choice. It is not a thing to be waited for, it is a thing to be achieved. – William Jennings Bryan

It is often said that we take more time planning our vacations than we do our future. While it may not be a fun topic for discussion, it is important to have plans in place should you become physically or mentally unable to manage your own affairs. Doing so in advance will ensure you are able to provide input on how things should be managed.

When you review the…

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