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I need to choose the right people to fill the roles in my documents…
I have a blended family…
I don’t want to deprive my beneficiaries of drive and ambition…
Looking over my documents, I need to select the correct people to fill the roles of Trustee, Power of Attorney and the like.
When you have a revocable living trust, you typically serve as your own trustee. Upon [...]
A client, “Alec” discussed imposing a third party trustee on his son “Terrance’s” inheritance, while [...]
When naming spouses, children or other loved ones to serve as trustees in your testamentary [...]
An adult child of a client who recently passed away contacted me to discuss what [...]
As a result of a second marriage, adoption or other circumstances, my family situation is blended and may require some sensitivity.
A constant challenge of my job is the “dealing with contingencies” issue. Whenever I discuss [...]
From time to time a client will not tell me about a child because they [...]
I don’t want to instill a sense of complacency in my beneficiaries by leaving them an inheritance that makes them too comfortable.
Like many of you, over the past few weeks we entertained guests from northern locales [...]
You may be surprised to learn that more than 90% of American businesses are family [...]
Despite earning more than $27 million in salary, and millions more in endorsements, basketball superstar [...]