estate planning 101

Successor Trustee Compensation Image
07.20.2021

Successor Trustee Compensation

Asking someone to serve as your fiduciary (trustee of your t...

Can a Beneficiary Also Be a Trustee of a Trust? Image
07.14.2021

Can a Beneficiary Also Be a Trustee of a Trust?

Clients often naturally choose their children to be benefici...

Living, Testamentary, and Constructive Trusts: Are They All the Same? Image
06.29.2021

Living, Testamentary, and Constructive Trusts: Are They All the Same?

In the world of estate planning, terms that refer to legal d...

The Recipe for a Satisfying Estate Plan Image
12.29.2020

The Recipe for a Satisfying Estate Plan

Misconceptions about who needs an estate plan abound. Most p...

Estate Planning is Like Building a Snowman Image
01.28.2020

Estate Planning is Like Building a Snowman

A complete estate plan must include certain essential parts....

Who’s On Your Team? Image
12.03.2019

Who’s On Your Team?

Estate planning is not just about what happens to your stuff...