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Beneficiaries Tag

Six Components of a Comprehensive Estate Plan

Estate planning guide

Ready to begin estate planning? Get in touch with Siegal Law Group today, and we'll help you put together a plan that works for you and your family. [contact-form-7 id="4355" title="Six Components of a Comprehensive Estate Plan - Lead Gen"] You just got married or had a child and decide it’s time to make an estate plan. Where do you start? What do you need? Should you just draft a will and be finished? Wills are important, but there is much more to an estate plan. Read on to learn about six important components you should consider for your comprehensive estate plan. When...

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Understanding Trustees: What Do They Do?

If you or a loved one have been designated as the Trustee of a Trust, it is crucial that you understand its roles and responsibilities. This month, we looked at the duties that come with being a Trustee, and what the Siegel Law Group, P.A. can do for you. What is a Living Trust? A Trust is a legal arrangement through which an individual, referred to as a Trustee, holds legal title to effectively manage their own assets or another person’s assets. Generally, the Grantor will name themselves as the initial Trustee and assign another person or entity to serve as the...

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