Day: October 25, 2023

Older male thinking of choosing executor and trustee
Planned Giving Marketing
Patrick O'Donnell

Choosing an Executor or Trustee

You’ve finally decided to create an estate plan instead of taking the path of Abraham Lincoln, Bob Marley and Aretha Franklin. Congratulations! But how do you choose an executor or trustee? We have a few tips that will help.

Read More »