Too often an overlooked yet important element of your estate plan is your 401(k) and [...]
Rob, a well-mannered, intelligent 25-year-old beneficiary to his grandfather’s trust came to me with a [...]
For those of you who have wills and trusts that contain testamentary (post-death) trusts that [...]
Most families have black sheep. You know what I’m talking about. There might be three siblings, but [...]
From time to time a client will not tell me about a child because they [...]
Most clients who have revocable trusts believe that there won’t be a probate opened upon [...]
When my children were young, I used to read Dr. Seuss books to them. One [...]
A client, “Alec” discussed imposing a third party trustee on his son “Terrance’s” inheritance, while [...]
