Estate Planning

Blog tagged as Estate Planning

No Will?  No Trust?  Who Gets the Stuff?
If you die without a will or trust, how will your assets be distributed? Who gets your stuff?
September 14,2021 11:03 AM - Comment(s)
It is a best practice to set up one or more Successor Trustees for any Trust.
July 27,2021 06:50 AM - Comment(s)
I get this question all the time and I’ve been searching for a pithy response. The formal definition - A fiduciary is a person who assumes responsibility for a person of Trust – seems a bit stiff and unclear.
July 09,2021 10:24 AM - Comment(s)

"Well, this is going to be awkward."


That's more or less how most people think about any discussion that involves money, death, illness or loss of control.  Nobody relishes the idea of acknowledging the inevitability of getting older.  But clarity, kindness and transparency can he...

June 30,2021 09:36 AM - Comment(s)