by Francine Ward | May 11, 2026 | Estate Planning
Estate Planning Myths: What You Need to Know Estate planning myths. Advanced planning is one of the most important gifts you can give yourself and the people you love. Yet many people avoid it because of misinformation, fear, or the belief that it’s only for the...
by Francine Ward | May 4, 2026 | Estate Planning
What Is a Trustee? Being named a trustee is both an honor and a serious responsibility. Whether you step into the role after someone’s death or during their incapacity, your job is to manage, protect, and distribute trust assets according to the trust document and the...
by Francine Ward | May 4, 2026 | Esteemable Acts
Life Pillar – Spirituality. What is it? Spirituality is a term very often misunderstood. Initially, many people associate spirituality with religion. Others relate it to altars, rituals, and/or meditation. We are each free to define the word in the way that best...
by Francine Ward | Apr 27, 2026 | Estate Planning
To be valid and enforceable, a trust must be funded with property—known as trust assets. The trust is only as effective as the assets placed into it. These assets can include real estate, such as residential houses, commercial property, rental property, and unimproved...
by Francine Ward | Apr 20, 2026 | Estate Planning
What is a Will. Why do they matter? What is a will? Its an essential document in a complete estate plan. Most people have heard about wills. Many are familiar with estate planning and the documents that make up a complete plan. They hear terms like wills, trusts,...
