Art or Science?

 “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

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Oh No! Don’t Do It!

In recent weeks I’ve encountered calls from clients who, unbeknownst to me, took on the responsibility of acting as a trustee for a friend’s or

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Helping or Enabling?

A client of mine, Sandra, often complained about how much money she had to lend (give?) her daughter, Donna.     “It’s one thing after another,” she

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Finding the Right Basket

When choosing how to approach your estate plan, it’s important to realize that the different types of assets that you own have different legal and

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