The Five Most Common Successor Trustee Mistakes (and How to Avoid Them)20210527151733

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 health began to decline. An important part of their estate ...
Buzz Aldrin’s Revocable Living Trust: Has It Lived Up to Its Goal?20190228164513

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

Jess BolenFebruary 28, 20190 comments
For younger generations, the name Buzz brings to mind the courageous but occasionally impulsive character from Toy Story, Buzz Lightyear. Some of us, ...
Estate Planning and Succession Planning: Helping to Pass Along a Family Business’ Values as well as Assets20180410104023
Divorce and Estate Planning20180221131127
How to Provide for your Loved Ones After You’re Gone20170728075605
Choosing An Inheritance That Will Leave Joy, Not Despair – 2 Issues20120316100705

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 money can very quickly fall into financial difficulty ...
Tools for the Family Wealth Trust20100810070826

Tools for the Family Wealth Trust

The Family Wealth Trust secures more than money and property – it also protects your memories. Many tools exist to preserve the moments from family ho...