Robert created a trust that first distributed the first $2 million to his wife, Linda before making $500,000 bequests to each of his two daughters,
I’ve had several new clients come to me with an existing estate plan that includes IRA beneficiary designations naming their revocable trust as either the
Recently I’ve fielded many calls about advanced estate planning strategies, most likely brought on since the transfer of power in Washington to the Democratic party. President
A friend of mine officiated at another friend’s wedding some time before the pandemic. I asked him (in jest) if he was acting in his
Rob, a well-mannered, intelligent 25-year-old beneficiary to his grandfather’s trust came to me with a question. “My father told me that I can’t have any
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