A new client “Janice” who recently located from a northern state brought me her trust as she wanted me to review its provisions. She dropped it off before her appointment so that I could be prepared for our initial appointment together. I opened up the binder and started reading.
Huh?
It took me three attempts to figure [...]
The other day I finished a 70 mile bicycling route with my regular buddies. We ride those “road bikes” like the ones you see on the Tour de France, typically at speeds of 20 – 24 miles per hour or more, which for a bunch of middle aged lawyers, doctors and businessmen is pretty good. [...]
A common question that I’m asked goes something like this, “I’m not a millionaire and my estate is not taxable, so I don’t need a trust do I?”
Whether you would benefit from a revocable living trust does not really have any relation to whether your estate might be subject to tax. A revocable living trust [...]
“David” arrived at my office with a dilemma. “I’ve built my business from the ground up,” he told me, “worked it for forty years. I want to retire but two of my three children work in the business and are dependent on it for their livelihoods. I don’t want to work there anymore, but I [...]