Recently several new clients have arrived at my office explaining that they don’t need revocable trusts. “My banker told me simply to designate all of
Lucy loaned her son money over the years. First, it was $75,000 for a down payment on his home then another $40,000 when he was
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 recently watched a television interview of Bruce Springsteen, a favorite of mine. He released a new album entitled Letters to You, which can be
For those of you who have wills and trusts that contain testamentary (post-death) trusts that continue on for your loved ones, you may notice that
“James,” a widower, sat in my office as we prepared his will together. “My sons don’t have the time or expertise to serve as my
My client, let’s call him Pascal, complained to me recently while reading over his estate planning documents. “These seem so…cold….so….’legal’…” he said slowly, searching for
What many clients don’t realize is that they may lose their trusted financial advisor when they become disabled, although it doesn’t have to be that
Most families have black sheep. You know what I’m talking about. There might be three siblings, but one of them doesn’t play well with the other two.
I often begin my initial consultations with a simple question. “What do we hope to accomplish today?” I intend for that question to be more complex than who should receive
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