Too often an overlooked yet important element of your estate plan is your 401(k) and IRA beneficiary designations. Financial planners deem these “matter of fact”
Rob, a well-mannered, intelligent 25-year-old beneficiary to his grandfather’s trust came to me with a question. “My father told me that I can’t have any
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
Most families have black sheep. You know what I’m talking about. There might be three siblings, but one of them doesn’t play well with the other two.
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
Most clients who have revocable trusts believe that there won’t be a probate opened upon their passing. I’ve written in the past how your trust
When my children were young, I used to read Dr. Seuss books to them. One of their favorites was The Cat in the Hat Comes
A client, “Alec” discussed imposing a third party trustee on his son “Terrance’s” inheritance, while leaving his daughter in charge of her inheritance without imposing
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