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Be Selfish… I can’t tell you how many people come into my office wanting to talk estate planning and immediately try to do everything they can to live as poorly.
5 Ways To Distribute Your Trust Assets To Your Kids A question I often get from clients is “how should I distribute my assets to my kids via my trust.
The Estate Plan For People with $100k of Assets If you have $100k or less of assets and you don’t think you need an estate plan, you are wrong. It’s.
Three Estate Planning Lessons from “Gifted” I am a sucker for movies with cute kids in them, particularly when they face real struggle and overcome it. “Gifted” is just such.
New Trustee? Do This First. People are rarely ready to become the trustee of a trust. It’s not something that usually has a specific start date. For that reason, when.
3 Reasons to Use a Professional Trustee Whenever a client decides to create a trust we talk about who they’d like to name as the successor trustee (the person that.
The Biggest Estate Planning Mistake I See I am a huge golfer. HUGE. And my enthusiasm for the sport tends to rub off on people. That means I get to.
Protecting Your Kids While You’re on Vacation (and they’re at home) As I write this post I am flying over California with my wife on the way to Cabo.
The Hard Truth About Estate Tax Planning Believe it or not a lot of people come to me to ask me estate tax advice and I end up telling them.
How to Make 2018 Your Best Year Ever This is one of those episodes that isn’t directly related to my role as an estate planning attorney. This is related to.