So much of our lives are electronic and digital now, we don’t even realize it. Yet this electronic age also creates problems. When one of my clients gets sick and their children need to take over as their durable power of attorney or as trustee of their trust, often it is difficult to access bank and brokerage accounts unless the children know the usernames and passwords to those accounts.
While communication with your team of legal, tax and financial professionals is important to put a proper estate plan in place, the project isn’t complete without informing your loved ones.
Clients frequently ask whether one should transfer the title to their automobile into their revocable living trust.
Over the years clients have asked me how to provide for educational gifts within their estate plan, specifically with trust planning. While a variety of
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