Stepping In: A Fiduciary's Approach to Managing Assets at Incapacity Managing Assets in Incapacity: A Practical Guide for Fiduciaries   Incapacity can strike anyone, at any age, and the burden of managing a person's financial affairs often falls on the shoulders of a fiduciary. Whether you are a...

Mapping the Terrain: Recognizing Incapacity and Enacting Powers of Attorney Imagine being tasked with caring for your aging aunt, Mrs. Smith. Recently, she's been having difficulty remembering to pay her bills and take her medications. While everyone has an occasional lapse, you've started...

Estate Planning: The Symphony of Wealth ManagementEstate planning for the affluent is akin to conducting a complex symphony, requiring harmonious integration of various instruments - or in this case, assets. It begins with a comprehensive evaluation of all assets and liabilities and a keen...

Estate Planning Simplified: Managing Your Assets WiselyThe Will and Asset Dilemma: Where to Begin?  Estate planning can seem like an intimidating maze. But fear not, it's merely a process of ensuring the smooth transition of your assets. A central question is, which assets do you incorporate into...

Securing Wealth in the Evergreen State: The Power of Funding a TrustA trust is a vital component of financial planning, offering effective solutions for wealth management, inheritance planning, and tax minimization. Despite the significant advantages, a trust remains an underutilized estate...

What Not to Include in Your Estate Planning DocumentsOne important purpose of estate planning is to facilitate the transfer of ownership of your money and property to your family and loved ones when you pass away. For this transfer to be as stress-free and efficient as possible, it is crucial that...