trinity

August 27, 2021

Should you have Co-trustees when preparing your Estate Planning

When clients select a successor trustee for their trust, they frequently choose one person to serve as a successor trustee at a…

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November 20, 2020

Protecting Your Significant Other’s Future

November is a popular month for couples to tie the knot in the United States. While wedding planning most often includes tuxedos,…

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October 9, 2020

Deeper Dive into Advance Healthcare Directives

When it comes to your healthcare, especially during these uncertain times, you need to ensure that two estate planning documents in particular…

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September 4, 2020

Estate Planning After Personal Injury Settlements

In the hectic and sometimes dangerous world that we live in, it is an unfortunate fact of life that accidents happen and…

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August 14, 2020

I’ve Been Named as a Guardian. What Do I Do?

A guardian is an individual who cares for someone, often a minor child, who needs special protection. Parents can nominate a guardian…

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June 12, 2020

Three Legal Strategies When Facing a Major Health Event

What You and Your Family Need to Know Receiving a health diagnosis or learning that you need to undergo major surgery can…

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June 5, 2020

Planning for the Financial Future of a Troubled Adult Child

Your 3-Step Guide  Are you concerned about any of your adult children? Estate planning can pose extra challenges for families with adult…

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May 5, 2020

A Guide to the Top 12 Must-Have Documents

Whether you own a little or a lot, the last thing you want to do to your loved ones is leave a…

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April 29, 2020

We All Need a Yearly Checkup: Your Estate Plan Does Too

One of the main reasons for getting an annual physical is to detect and treat problems before an illness or health condition…

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April 22, 2020

COVID-19: A Reminder of Why Estate Planning Is Important

Coronavirus has been all over the news—and with good reason. For some people, it can turn into a serious illness if contracted….

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