closed up flowers on a brown closed casket

Dave’s Funding Lesson: Why Funding Matters

Dave gets in a car accident. His wife is in the vehicle with him. Dave passes away. His wife survives, but with mental deficits…

Young Girl Carrying his brother on her back

Did You Choose the Right Trustee?

How do you choose the right trustee? What are your options? What does a Trustee do?

Woman in front of laptop while writing checklist on spiral notebook

Trustee Checklist

Picking the right Trustee is integral to ensuring your plan works as intended.

Man holding a pen over an estate plan documents

Do I Really Need an Estate Plan?

As far as I know, death is inevitable. If you figured out a way around that, let me know. It is a BIG mistake not to have a plan for your death or disability. What happens?