Unless otherwise specifically provided in this trust or by the context in which used, I use the word shall in this trust to impose a duty, command, direct, or require, and the word may to allow or permit, but not require. In the context of my Trustee, when I use the...
Older couples tend to commingle their finances. Among baby boomers, having only joint accounts is the norm. Millennial and Gen Z couples, however, are more likely to keep their money separate.[1] When couples do have joint accounts and property, it is not uncommon for...
Getting ready to embark on your next great adventure? Before you zip up the last suitcase, here are five issues you need to address to protect yourself and your loved ones. Do you have a foundational estate plan? Has it been reviewed? An estate plan is a set of...
