For some people, selecting a Trustee or Trustees to carry out the terms of their Will or Trust can be challenging.  The selection process involves the balancing of various factors both personal and professional.  Sometimes, there are no family members that have the ability, maturity, or desire to handle such responsibility. In other cases there…

Just as you should periodically review your investments to determine if they are meeting your current objectives, you should periodically have your estate plan and the related estate planning documents reviewed .  If you haven’t had your estate planning documents reviewed recently, perhaps it is time for a check-up.  In our practice, we find that…