Thanksgiving is a time for giving thanks and for appreciating your family and friends. In particular, it can be a good time to thank those people whom you’ve asked to serve in important roles in your estate plan. Thank your agents under your powers of attorney and your successor trustees. Read on to learn more.
- Beneficiary Designations and the SECURE Act Basics - March 1, 2021
- A Time for Thanks and Community - December 1, 2020
- What the 2020 Election Could Mean for Your Estate Plan - December 1, 2020