When considering your estate plan, I ask this question: do you consider it a contract [...]
I hear this question all too often. A client will come in, thinking they have [...]
Many clients have expressed a desire to create trusts for loved ones, but to not [...]
From time to time a client will not tell me about a child because they [...]
What do you do when an heirloom bracelet goes missing? How about when a bank [...]
When you’re named as a trustee to a trust, especially a trust in which you [...]
Children of a recently deceased client learned an expensive lesson not too long ago after [...]
What happens when a man dies with a will or a revocable trust that was [...]
When naming spouses, children or other loved ones to serve as trustees in your testamentary [...]
As an estate planner, it is fascinating to me to see how some have acquired [...]
