Many clients become confused between the difference of the duties and responsibilities of the person [...]
When you have a revocable living trust, you typically serve as your own trustee. Upon [...]
The last few years have brought several favorable developments for same sex couples in the [...]
“James,” a widower, sat in my office as we prepared his will together. “My sons [...]
I’ve written in the past about a variety of ways to modify problem trusts. I [...]
An adult child of a client who recently passed away contacted me to discuss what [...]
A client, “Alec” discussed imposing a third party trustee on his son “Terrance’s” inheritance, while [...]
“Calvin” visited with me recently, armed with spreadsheets describing the distributions he wanted his revocable [...]
“I know that you’re big on revocable trusts,” Jennifer began during our initial client consultation, [...]
