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, [...]
