Newsletters

The Risks of No Estate Plan

Without an updated estate plan, families face stress, delays, and legal risks. Planning protects you while alive—through powers of attorney and directives—and ensures your wishes, assets, and loved ones are cared for.

Foundations of Estate Planning

Estate planning should reflect your values, anticipate life’s changes, and protect your legacy. By asking deeper questions about trust names, beneficiaries, and trustees, we create plans that endure and honor your vision for generations.

Understanding the Duty of Loyalty: A Successor Trustee's Essential Responsibility

Successor trustees must uphold the Duty of Loyalty—acting solely in beneficiaries’ best interests, avoiding conflicts, staying transparent, and following trust terms to build confidence and prevent legal or ethical issues.

Embracing the Duty of Care: A Key Responsibility for Successor Trustees

Successor trustees must uphold the Duty of Care—acting prudently, making informed decisions, managing assets wisely, and communicating transparently—to protect beneficiaries, reduce legal risks, and build lasting trust.