Incentive Trusts – Guidance versus Control

Incentive Trusts – Guidance versus Control

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

Letters Of Intent

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...