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...
Letters of Intent: Filling in the Fine Details Whereas an ethical will focuses on values, reflections, and meaning, a letter of intent is practical and instructional. This nonbinding document is designed to guide the people carrying out your estate plan by explaining...
