When considering your estate plan, I ask this question: do you consider it a contract or a covenant? How you view your estate plan makes
I hear this question all too often. A client will come in, thinking they have a great solution, and propose, “Should I put my bank
Many clients have expressed a desire to create trusts for loved ones, but to not let the loved one know that the trust exists, or,
From time to time a client will not tell me about a child because they have become estranged, and they don’t want to leave anything
What do you do when an heirloom bracelet goes missing? How about when a bank account starts to inexplicably bleed cash? If you talk to
When you’re named as a trustee to a trust, especially a trust in which you are also a beneficiary, you are subjecting yourself to several
Children of a recently deceased client learned an expensive lesson not too long ago after their mother’s passing. To prepare mother’s residence for sale, her