What many clients don’t realize is that they may lose their trusted financial advisor when they become disabled, although it doesn’t have to be that
A couple of years ago, a very nice couple visited with me in my office. They had moved from Wisconsin, where their attorney was also
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
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
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
When naming spouses, children or other loved ones to serve as trustees in your testamentary (after death) trust or trust shares, consider a recent case
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
Many clients become confused between the difference of the duties and responsibilities of the person you name as a Durable Power of Attorney (“DPOA”) and
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
“I know that you’re big on revocable trusts,” Jennifer began during our initial client consultation, “but let me tell you I’m not. I don’t believe
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