Safekeeping Your Estate Planning Documents

Posted by | · · · · · · · | Estate Planning

Completing your estate plan is a great accomplishment, but the fun’s not over yet – now you have to decide where to keep the papers for the rest of your life. Generally, you have three options for safekeeping your estate planning documents: Lawyer’s Office Traditionally, lawyers would keep and store their clients documents since they […]

Read More

How to Start the Estate Planning Conversation with Your Family

Posted by | · · · · · · · · · · · | Estate Planning

Death and money are likely among the top two things you don’t want to talk about around the dinner table. Yet you probably know very well that an estate planning conversation is something you should discuss with your family sooner rather than later. Otherwise, your survivors may misinterpret or fail to follow your intentions, which […]

Read More
Call Perennial Trust