Resources

From estate planning, probate, and special needs planning to trustee services, we’re here to help you make educated and informed decisions that are best for you and your loved ones.

Browse our free resources below to learn what you need to know when planning your legacy.

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Articles

When to Say No to Being an Executor

If you find yourself asked to be an executor of a family member or friend’s estate for when they pass, there are a few things to consider before you say yes. While you might think of it as an honor, it is truly more like a part-time job. There are periods where action...

Celebrity Estate Planning: What Not To Do (Part 2)

The unexpected death of Anna Nicole Smith created a media circus and court battles over her burial, but there are some valuable estate planning lessons to be learned from the controversy. Vickie Lynn Marshall, a.k.a. Anna Nicole Smith, the former Playboy Playmate and...

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