What Does It Mean To Be a Trustee?

By: Linda Amato

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If you’ve been chosen to serve as a Trustee, what responsibilities can you expect? Learn about the basic duties that come with this important and sometimes daunting job, and find out where you can go...

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Avoid These Four Asset Protection Pitfalls

By: Linda Amato

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The estate planning process presents a number of opportunities for using asset protection strategies to protect yourself and your loved ones. Learn about asset protection, and avoid these four common pitfalls.

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Expecting the Unexpected

By: Linda Amato

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Life is full of surprises. None of us have a crystal ball, and this means it is unreasonable to create an estate plan without flexibility regarding your long-term wishes for your loved ones. When you...

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The Accidental Spouse

By: Linda Amato

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Could you be married and not even realize it? If you live in a state that recognizes common law marriage, you could be married even without a marriage license or an official ceremony. Find out...

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Planning Your Estate With Privacy in Mind

By: Linda Amato

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When you use a Will to plan your estate, much of your personal information becomes public after your death. A Trust can help you accomplish your estate planning goals while shielding your personal affairs from...

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Helping Your Parents Age Gracefully

By: Linda Amato

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Your mom and dad have always been there to guide you through life's challenges. Now, the tables are turning. Learn some strategies for gently helping your parents plan for the challenges they're likely to face...

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