Is a Financial Plan Enough?
A financial plan and estate plan should work together! Why Experts Say You Need an Estate Plan, Too If you want to leave a robust financial legacy for your family, a financial plan alone is like trying to guide a…
Did you include your grandkids in your will?
Grandchildren Estate Plan: 5 Tips to Avoid Common Problems As we build wealth, we naturally desire to pass that financial stability to our offspring. With the grandkids, especially, we often share a special bond that makes us want to provide…
Successor Trustee: 5 Mistakes Successor Trustees Make and How to Prevent Them
The Trustee has a challenging job that is often made more daunting by family relationship or the complexity of the trust. When establishing a trust, you need to give serious thought to choosing your successor trustee—the person who will administer…
Estate Planning Lessons from Famous Estates
What These 4 Famous Estate Planning Debacles Can Tell You About Proper Planning Are you failing your family the way these 4 celebrities failed theirs? These four celebrity estate planning fiascos offer lessons about how to handle your own…
Types of Trusts
10 Types of Trusts: A Quick Look Considering the myriad of trusts available, creating an estate plan that works can seem daunting. However, that’s what we, as estate planning attorneys, do every day. We know the laws and will design…
Trust updating: how much is too much?
Trust Update. Is it time? If your life or the law has changed since you signed your trust, it needs to be updated. Trust Updates can be made by way of an amendment - or - a complete restatement. An…
