"What Should We Share With Our Family About Our Estate Plan?"

This is a question that comes up often, in one of many forms. Usually about midway through our Delivery Meeting, our client will ask something along the lines of either “should we give our kids a copy of this?” or “what should we tell our kids… Read More
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Who Should You Name as Yo…

Who Should You Name as Your Successor Trustee?

If you are looking into creating a Revocable Living Trust, you probably want to name yourself as the initial Trustee (or you and your spouse would be named as Co-Trustees) so you can continue to have control of your assets and your financial affairs.… Read More
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