A common mistake, particularly with young parents who come into my office, is the naming [...]
I was very close to my great grandmother, whom I called “Bubby.” A framed picture [...]
Many clients become confused between the difference of the duties and responsibilities of the person [...]
When you have a revocable living trust, you typically serve as your own trustee. Upon [...]
“James,” a widower, sat in my office as we prepared his will together. “My sons [...]
An adult child of a client who recently passed away contacted me to discuss what [...]
A client, “Alec” discussed imposing a third party trustee on his son “Terrance’s” inheritance, while [...]
“Calvin” visited with me recently, armed with spreadsheets describing the distributions he wanted his revocable [...]
“I know that you’re big on revocable trusts,” Jennifer began during our initial client consultation, [...]
