by Jackie Cara | Nov 6, 2024 | Uncategorized
A trustee is the person or institution appointed to manage a trust on behalf of beneficiaries of the trust. Being a trustee is a significant responsibility. Those serving in this role must always act in the best interests of beneficiaries when carrying out their trust...
by Jackie Cara | Nov 6, 2024 | Uncategorized
When you lose a loved one, you naturally want to honor their life in a way that they would have appreciated. Yet many people struggle to decide on final arrangements for a late family member or close friend because they are unsure of the deceased person’s...
by Jackie Cara | Oct 29, 2024 | Uncategorized
With the 2024 election quickly approaching, political ads and messages seeking donations are ramping up. Among the many debate topics are ways to support low- and middle-income citizens. For example, tax credits for working adults with children often take the...
by Jackie Cara | Oct 8, 2024 | Uncategorized
Congratulations on the purchase of your new home! Whether this is your first home or you are upgrading or downsizing from your current home, the purchase of a home is a big event in your life. When major life events occur, it is important that you have a plan in place...
