According to Peterson, a significant number of parents today fail to socialize their children. They indulge them. They don’t teach them rules.
When considering your estate plan, I ask this question: do you consider it a contract or a covenant? How you view your estate plan makes
I hear this question all too often. A client will come in, thinking they have a great solution, and propose, “Should I put my bank
Many clients have expressed a desire to create trusts for loved ones, but to not let the loved one know that the trust exists, or,
From time to time a client will not tell me about a child because they have become estranged, and they don’t want to leave anything
What do you do when an heirloom bracelet goes missing? How about when a bank account starts to inexplicably bleed cash? If you talk to
When you’re named as a trustee to a trust, especially a trust in which you are also a beneficiary, you are subjecting yourself to several
Children of a recently deceased client learned an expensive lesson not too long ago after their mother’s passing. To prepare mother’s residence for sale, her
What happens when a man dies with a will or a revocable trust that was originally created by an attorney, but later that man apparently
When naming spouses, children or other loved ones to serve as trustees in your testamentary (after death) trust or trust shares, consider a recent case