Living Legacy Projects and Other Ways to Paint an Estate Plan Every aspect of a legacy does not need to be captured in legal documents or even the nonlegal documents that accompany them. Some of the most meaningful expressions of legacy are created alongside the...
Incentive Trusts: Guiding the Brush Without Controlling the Hand Incentive trusts are sometimes misunderstood as tools for control (specifically, “control beyond the grave”). Understood properly, they are tools for guidance that help you shape outcomes by connecting...
Family Conversations: Paint the Full Picture in Words Even the most thoughtful and vibrant estate plan can appear flat if the people it affects are not part of a bigger discussion that makes the context clear. Family conversations are where your vision becomes...
