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You asked someone you trust to serve as trustee, and their hesitation left you wondering whether your estate plan can move forward. Before you put it on hold, here’s how to understand the concern, explore support, and bring the unresolved decision into the planning conversation. Read more... Maybe no one comes to mind when you think about naming a trustee. Or perhaps you have someone in mind, but they’re hesitant to take on the responsibility. Either way, you don’t need to so

You finished your estate plan so the people you love would have a clearer path forward. But a new account, a family change, or an outdated instruction can leave a gap between what you intended and what happens. Here’s how to recognize when it is time to look again. Read more... You remember the relief of finishing your estate plan. You answered difficult questions, made decisions about the people you love, and finally signed. With those decisions made, you could put the folde