How to Know if You Need an Incentive Trust

By |2022-11-17T17:02:04-06:00October 21st, 2022|Blog, Estate Planning, Tips|

Sometimes it isn't as easy as leaving everything to your kids... do you need an incentive trust? Regardless of your wealth, all of our family dynamics are different. You may have children that you want to leave everything to, but there may be one thing holding you back. Considering the maturity of your trustees [...]

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Who Do I Name in My Estate Plan?

By |2022-11-17T17:08:24-06:00September 30th, 2022|Blog, Estate Planning|

Estate planning is full of big decisions, and thinking "who do I name in my estate plan?" is probably the biggest one. In your estate plan you'll be naming the people whom you wish to take over your finances, assets, and administering your belongings. It can be a tough decision. Here is a breakdown [...]

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Should You Name Your Children as Trustees?

By |2022-08-25T19:52:03-05:00August 26th, 2022|Blog, Estate Planning, Estate Planning|

Should you name your children as trustees of your trust? The answer varies greatly depending on your situation. For the most part we always want to treat our children equally. Some circumstances, however, don't warrant giving your children the same responsibilities. When you are setting up your estate plan, or trust, you are naming [...]

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