Blog

The Five Most Common Successor Trustee Mistakes (and How to Avoid Them)

What is a benefit of a revocable living trust? Bob and Edna Wyatt came to see us when Bob’s...
Buzz Aldrin’s Revocable Living Trust: Has It Lived Up to Its Goal?

Buzz Aldrin’s Revocable Living Trust: Has It Lived Up to Its Goal?

For younger generations, the name Buzz brings to mind the courageous but occasionally impulsive...

Estate Planning and Succession Planning: Helping to Pass Along a Family Business’ Values as well as Assets

Family-owned businesses are the backbone of the American economy, accounting for 64 percent of U.S....
Divorce and Estate Planning

Divorce and Estate Planning

Divorce and its Impact on Estate Planning The spring and summer months are ripe with weddings, so...
Widow Worrying About Finances

How to Provide for your Loved Ones After You’re Gone

Caring for our loved ones is one of the most important things we can do in life. But, can...
Choosing An Inheritance That Will Leave Joy, Not Despair – 2 Issues

Choosing An Inheritance That Will Leave Joy, Not Despair – 2 Issues

Issue 1. Financial ruin. It sounds so counterintuitive, but those who suddenly inherit a lot of...
Tools for the Family Wealth Trust

Tools for the Family Wealth Trust

The Family Wealth Trust secures more than money and property – it also protects your memories....