Estate Planning

After a person passes away, executors and trustees take on critical responsibilities. While both titles handle the management and distribution of assets, they have different roles and responsibilities. In short, the executor is in charge of the entire estate of the deceased, and the trustee is responsible for overseeing trust assets. Learn more information about each of these titles and

Tax season is a busy time of year for adults. When it comes to your finances, you want to be certain that you are filing your taxes each year and correctly. Throughout tax season, you may have received notifications or letters letting you know that something went wrong. With fraudsters getting more clever, it’s hard to tell what’s real and

A power of attorney is a great responsibility to bestow. While there are different types of power of attorney (POA), a financial POA handles a principal’s financial affairs. Whether you are researching for yourself or someone else, it’s best to start with the basics. Learn the roles within a POA agreement, as well as the responsibilities of a financial power