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A Millennial Perspective on Estate Planning

There’s no doubt that rapid advances in technology, social and political tensions, and the shift in trends of social media and digital workforces through the pandemic have not only changed…

By: Jade Klemmensen  Date: October 18, 2023
Trustee spelled out with game blocks

Should I Serve as a Trustee?

You may have been asked at one point or another to serve as a trustee for a friend of family members’ trus

By: Jade Klemmensen  Date: September 5, 2023
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Estate Planning “Living Documents”

When people think of estate planning, they tend to think of Wills and Trusts. However, there are certain documents that everyone should have in place, regardless of estate size.

August 17, 2022