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 [...]
“I know that you’re big on revocable trusts,” Jennifer began during our initial client consultation, [...]
