In this season of giving, I think of the most valuable gift I received. It was no less than 45 years ago when my great-grandmother,
Most of my clients’ estate plans ultimately distribute the assets to the children, and if a child predeceases, then her share is often slated to
“I need to amend my irrevocable trust,” John said. “You can’t amend something that’s irrevocable,” I answered. “Are you sure that the trust you’re talking
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