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Estates, Wills, Trusts
Articles regarding estate and trusts matters.


10 Essential Estate Planning Tips for Life Insurance Policyholders
Life insurance can be a cornerstone of an effective estate plan, providing liquidity and financial security for your loved ones. Here are...
James Davis
Jul 193 min read


The Double-Edged Sword: Top 10 Reasons Not to Appoint Your Kids as Co-Trustees of Your Estate's Trust
Establishing a trust as part of your estate plan is a thoughtful way to ensure your assets are managed and distributed according to your...
James Davis
Jun 84 min read


Securing Your Future: Top 10 Reasons to Get a Power of Attorney and Durable Power of Attorney
In the journey of life, unforeseen circumstances can arise, potentially rendering us unable to manage our own affairs. Whether due to...
James Davis
Jun 84 min read


Top 10 Reasons to Have a Medical Power of Attorney
A Medical Power of Attorney (MPOA), also known as a healthcare proxy or durable power of attorney for healthcare, is a crucial legal...
James Davis
Jun 83 min read
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