by Sean Dailey | Sep 1, 2017 | Trust and Estate
Probate may not be the most glamorous topic concerning estate planning, but it’s definitely an important one to think about. Depending on the planning and organization of an estate, the process can be very easy, or very difficult, for surviving family members. Here...
by Sean Dailey | Aug 4, 2017 | Trust and Estate
Estate planning is an important part of your retirement, especially if you want to have control over how your assets are handled and who they will get passed on to. A beginning step in estate planning is creating a trust. A trust is a documented agreement that spells...
by Sean Dailey | Feb 21, 2017 | Trust and Estate
As you go through retirement, it is wise to consider putting together an estate plan. Having an estate plan will help eliminate many uncertainties that can come up after death. It will keep things organized and will help with taxes. This will also help you keep in...
by Sean Dailey | Apr 19, 2016 | Trust and Estate
Why is estate planning important for retirees? How can you best prepare for a meeting with an estate planner? How does estate planning benefit retirees in the short and long term? To learn more about estate planning, we interviewed Marilyn S. Yee, an attorney in...
