personal representative

Choosing a Representative in Estate Planning

Choosing a Representative in Estate Planning

In completing your estate planning, there are often tough choices that need to be made. These important decisions include determining who you want to make decisions on your behalf if you are not available to do so because of unavailability, incapacity or death. The most common types of representatives include a personal representative/executor, trustee, power of attorney and guardian. Each of these representatives include different goals and considerations. Let us assist you in choosing the best personal representative, power of attorney, guardian or trustee for you and your family. 

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Estate Planning Basics: Trusts, Power of Attorney, and Healthcare Directives

Estate Planning Basics: Trusts, Power of Attorney, and Healthcare Directives

It’s common knowledge that proper estate planning is important for your future and the future of your loved ones. Knowing where to start, however, isn’t always straight forward. Before getting started, it’s important to understand the four main legal documents...

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