Home

Before Naming a Trustee, Make Sure They Know What to Expect

Have you gone through the process of naming a trustee to take over a family trust after you’ve passed away? If you answer “yes,” that’s a good first step. But here’s an important follow-up query: does the trustee you’ve selected know that he or she is about to assume a potentially huge responsibility? If you … Read more

Will Your Estate Plan Undermine Your Dream Retirement?

Will Your Estate Plan Undermine Your Dream Retirement?

Why is someone who creates legal documents for a living speaking out about the shortcomings of estate planning? I have spent that last two decades watching people, including those with seemingly airtight estate planning documents , end up broke, a burden on their families, and forced into institutional care. The same thing that happened to my … Read more

💬 1
Skip to content