News & Articles

  • Daughter and elder mother talking about how to get power of attorney for a parent inddors at home.

    How to Get a Financial Power of Attorney for a Parent

    It is never easy to relinquish autonomy. However, as we age, this is inevitable. While your parent may resist the notion of a power of attorney

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  • A fiduciary financial advisor at a table with papers and calculator managing the finances of a client whois learning about the difference between a conservatorship vs. a power of attorney.

    Conservatorship vs. Power of Attorney: Understanding Both & The Difference

    The main difference with Conservatorship vs. Power of Attorney (POA) is who grants the authority and when it’s established. A power of attorney is granted

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  • tax filing for seniors

    Tax Filing for Seniors: 4 Reasons You Need Professional Services

    Doing your own taxes may seem like a good idea, but if done incorrectly, you could run into trouble. Misinformation may lengthen the time it

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  • Two women meet with a trustee advisor at an office table during a warm, supportive planning session.

    Top Mistakes Trustees Should Avoid with Trusts

    Trusts are just one way that people plan out their finances responsibly after death. As a trustee, it’s your duty to fulfill the responsibilities you

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  • Advisor explains Distribution vs. Disbursement to senior couple during home estate planning meeting

    Distribution vs. Disbursement: What You Should Know

    When it comes to trusts, it can be difficult to know who does what and what your responsibilities are. The most important role in a trust is

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  • Senior couple reviews living trust paperwork together at a table in a bright home interior

    Living Trust: What is it and Why Do I Need It?

    We’ve heard it for years – the only sure things in life are death and taxes. Preparing for the end of life is one of

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  • Two women talk across a desk with a laptop during a trustee planning meeting in a modern office

    Everything A Trustee Can Do For You

    If you are the beneficiary of a trust, you should know everything that a trustee can and should be doing for you. Trustees, as a professional

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  • Old man and young woman, benefits of using a professional trustee

    Benefits of a Professional Trustee

    A professional trustee is a licensed professional that manages your trust when you become incapacitated or pass away. In the same way an executor handles your assets,

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  • Older woman and younger advisor review trustee documents on a tablet while seated on a sofa at home.

    6 Common Questions Trustees Ask

    Becoming a trustee is a big responsibility, which is why we want to make sure that if you are taking on this role that you

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  • Family reviews trustee paperwork and finances together at home table with laptop and documents open

    Family Pressures & Responsibilities When You Are the Trustee to Your Parent’s Trust

    When you are the chosen trustee for your parent’s trust, many different actions need to be taken when your parent passes away. These include organizing

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