by Vail Gardner | Feb 1, 2023 | Estate Planning
When it comes to estate planning, many people think that a DIY will is enough. However, to ensure your loved ones are taken care of in the event of your death, it’s essential to have a comprehensive estate plan in place. An estate plan includes several crucial...
by Vail Gardner | Jan 24, 2023 | Estate Planning
Making plans for what happens to your estate after you die ensures that your loved ones are cared for. You can name an executor or a trustee to manage your estate after you die. So, what’s the difference between trustee vs executor? You may appoint an executor...
by Vail Gardner | Jan 18, 2023 | Estate Planning
When you create a trust as part of your estate plan, one of the most important decisions is who will serve as trustee. This role is responsible for managing and distributing the assets in your trust according to your wishes. It’s crucial to choose someone who...
by Vail Gardner | Jan 12, 2023 | Estate Planning
If you’re like most parents, you want to ensure your children are taken care of financially if something happens to you. One way to do this is to leave assets to them in your retirement account. However, there are some things you need to consider before doing...
by Vail Gardner | Jan 4, 2023 | Estate Planning
No family is perfect, and the Pritchett-Dunphy clan on ABC’s hit TV show Modern Family is an excellent example of this. This close-knit family has their share of dysfunction, but they also have a lot of love for each other. As with any family, the estate...
