When Jimmy and Francis (not their real names) came to us to get their estate planning in order, Jimmy was in the early stages of Alzheimer’s Disease. They said nothing would give them more peace of mind than having a trust in place to ensure their stuff is divided...
It is not easy to imagine anyone else raising your children. After all, you gave birth to them, taught them to walk, fed them, dressed them, loved them, and promised always to be there. You are their parent. You make every important decision when it comes to your...
Sam and Barbara have put off having serious conversations about their estate planning for way too long. Luckily, both are in great health and just celebrated becoming first-time grandparents, but at 58 years old, they’re ashamed to admit there’s nothing in place to...
When creating a will or setting up a Trust, you will need to choose someone or a corporate Trustee to carry out the necessary tasks of settling your estate or managing your Trust. You will leave explicit instructions on how you want things handled, and you need to...
Whether you are selecting a Trustee for a Trust you are establishing or if you are being asked to be a Trustee for someone else’s Trust, you need to have a good idea of what is expected of the Trustee. The first thing to understand is that the state in which the...
