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...
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...
Not everything that matters in an estate plan is measurable in dollars. Personal belongings—jewelry, artwork, letters, heirloom quilts, collections, photo albums, or other meaningful everyday objects—can carry emotional weight that far exceeds their financial value....
