In recent weeks I’ve encountered calls from clients who, unbeknownst to me, took on the [...]
My favorite definition of love is ‘giving someone the power to destroy us and trusting [...]
When you’re named as a trustee to a trust, especially a trust in which you [...]
When naming spouses, children or other loved ones to serve as trustees in your testamentary [...]
When my children were young, I used to read Dr. Seuss books to them. One [...]
Many clients become confused between the difference of the duties and responsibilities of the person [...]
A client, “Alec” discussed imposing a third party trustee on his son “Terrance’s” inheritance, while [...]
“I know that you’re big on revocable trusts,” Jennifer began during our initial client consultation, [...]
