It’s frustrating when we receive conflicting advice about a particular topic, and that is as [...]
For those of you who have wills and trusts that contain testamentary (post-death) trusts that [...]
Occasionally I am asked a basic estate planning question that I will review today, and [...]
What many clients don’t realize is that they may lose their trusted financial advisor when [...]
We take for granted that the tool of a revocable living trust is available to [...]
A common mistake, particularly with young parents who come into my office, is the naming [...]
The last few years have brought several favorable developments for same sex couples in the [...]
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 [...]
“Calvin” visited with me recently, armed with spreadsheets describing the distributions he wanted his revocable [...]
