Questionnaire Tips Series:

Questionnaire Tips Series: What Will Happen to my Children?

A common question couples ask during an initial consultation is what will happen to our children if we both decease? If both parents decease the children will be taken care of by the guardian(s) you appoint in your Estate Plan. If you do not name a legal guardian during your lifetime and both parents are deceases,  then your child's custody will be determined by Probate during a Guardianship Read More

Questionnaire Tips Series: Who should I put down as my Trustee?

What is a trustee? A trustee is a fiduciary, which means he or she holds a position of trust and confidence and is subject to strict responsibilities and very high standards. For example, the trustee cannot use your trust's assets for his or her own personal use or benefit without your explicit permission. Instead, the trustee must hold and use trust assets solely for the benefit of the trust's Read More