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The Five Biggest Ways To Bungle a Trust It's easy for trustees to botch their roles. Here's
Trust and estate planning often comes down to three questions: Who gets what? How do you minimize taxes? And, once a trust has been set...
Estate Planning "To Do" List
Consider putting in place a durable power of attorney, an advance health care directive and organ donor papers. Write down, in your own...
4 Dangerous Myths About Choosing a Guardian
I’m not going to lie. Lately I’ve noticed parents sidesteppping me at social gatherings. Whether I’m at a cocktail or a kiddie party, as...
Common Mistakes Made By Trustees
I want to highlight some of the most common estate planning mistakes I think people routinely make (knowing that I can’t possibly cover...