We take for granted that the tool of a revocable living trust is available to us. We can create a legal document where we usually
I was in a client meeting not too long ago, and I asked “Brent” and “Linda” sitting across the conference room table from me a
I imagine that physicians become frustrated with patients who demand certain medications believing that it’s necessary after watching a television advertisement. You can’t turn on
Reflect on life’s journey and legacy with Bruce Springsteen’s wisdom, and discover how estate planning can ensure your values and intentions are honored.
This is my first column since the Island Sun stopped publishing after Hurricane Ian. I’m grateful to write again, missing the connection that I forged
In my wife’s family lore they tell the story from many years ago about Uncle Benny who didn’t trust his doctors. One day Benny experienced
Before I being another story on Michael Jackson, let me say that I agree with you that there was entirely too much coverage surrounding his
The baby boomer generation, said to span between 1946 and 1964 has been quite the generation. I know as I was born at the tail
“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
In recent weeks I’ve encountered calls from clients who, unbeknownst to me, took on the responsibility of acting as a trustee for a friend’s or
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