News & Resources: Blog

Understanding Special Needs Trusts

In general, a trust is a financial arrangement in which property or assets are managed for someone else’s benefit. The person or entity who manages the trust is known as the “trustee” and is entrusted with the responsibility of making decisions in the best interest of the person who benefits from the trust, known as […]

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How to Talk About Estate Planning with the Young Adult in Your Life

With the holiday season upon us, it is the perfect time to discuss estate planning with your loved ones. While most people immediately think of their older loved ones when it comes to estate planning, it is also a great opportunity to discuss the importance of planning with the young adults in your life. While […]

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