“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
In many ways your estate plan intersects with a variety of disciplines. Legal and tax considerations are the first ones that come to mind, but
We take for granted that the tool of a revocable living trust is available to us. We can create a legal document where we usually name ourselves
When a new client first visits with me to update their estate plan, it isn’t unusual for them to say, “I just want to keep it simple.” The
My favorite definition of love is ‘giving someone the power to destroy us and trusting they won’t use it.’ It’s not a coincidence that the
A new client, Theresa, who recently relocated from a northern state, brought me her trust as she wanted me to review it for applicability to
While attending law school, I used to take a yellow highlighter and pen, writing in the margins of my textbooks to annotate what I viewed
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