Working with Co-trustees: How You Can Help

Working with Co-trustees: How You Can Help

When clients select a successor trustee for their trust, they frequently choose one person to serve as a successor trustee at a time. Many attorneys continue to recommend that only a single trustee be appointed to avoid the potential for disagreements or conflicts...
Important Steps to Protect Your Special Beneficiaries

Important Steps to Protect Your Special Beneficiaries

All children are a blessing. From the day they are born, you begin making plans to ensure that your child or grandchild has a bright future. What will their interests be? What job will they have? Who will they marry? While these are common concerns for most families,...
Tell Me a Little About Trusts

Tell Me a Little About Trusts

Who are the parties in a trust?   There are only three parties to a trust, and that’s all you need to know: 1)         Trustor: This refers to the person who created the trust and put their assets into it (think “creator”). 2)         Trustee: This is the person whom...
Important Steps to Protect Your Special Beneficiaries

Important Steps to Protect Your Special Beneficiaries

All children are a blessing. From the day they are born, you begin making plans to ensure that your child or grandchild has a bright future. What will their interests be? What job will they have? Who will they marry? While these are common concerns for most families,...
Mental Health Considerations in Estate Planning

Mental Health Considerations in Estate Planning

It is okay to not be okay. Removing the stigma of mental health starts with realizing that many people—about one in five of all US adults–are affected by mental illness. Understanding this fact can lead to more people getting the help they require, not only by...