Spendthrift or Risk Tolerance?

Spendthrift or Risk Tolerance?

A client, “Alec” discussed imposing a third party trustee on his son “Terrance’s” inheritance, while leaving his daughter in charge of her inheritance without imposing

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Art or Science?

Art or Science?

“Calvin” visited with me recently, armed with spreadsheets describing the distributions he wanted his revocable trust to implement following his death. He made various assumptions

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Problems with Trusts

Problems with Trusts

“I know that you’re big on revocable trusts,” Jennifer began during our initial client consultation, “but let me tell you I’m not. I don’t believe

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