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
A common mistake, particularly with young parents who come into my office, is the naming of minor children as beneficiaries to financial assets such as
I was very close to my great grandmother, whom I called “Bubby.” A framed picture in my home includes her image along with an 1890
Many clients become confused between the difference of the duties and responsibilities of the person you name as a Durable Power of Attorney (“DPOA”) and
When you have a revocable living trust, you typically serve as your own trustee. Upon your inability to serve as your own trustee, you name
“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
An adult child of a client who recently passed away contacted me to discuss what she was to receive from her mother’s estate. She had
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
“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
“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