Are You Opting Out of Your Financial Future?

Estate Planning is a complex area of law where misconceptions abound. It’s an area where what you think you know can be harmful—not only to you, but to the people you love. Americans, in general, face challenges when it comes to saving, investing, and planning for...

Even Vampires Need Estate Planning

Yes, even the undead need an estate plan. Seriously, just take a moment and hear me out. As we know, from such informed sources as The Vampire Chronicles, the Twilight saga, and HBO’s True Blood, vampires aren’t immortal. They do die, and it’s usually unexpected and...

The Facts About a Trust Protector

A Trust Protector is a position with limited powers which is established within the Trust to ensure that the Trust isn’t adversely affected by changes in law, circumstances or actions of the Trustee. When I describe the position to clients, I like to compare the Trust...

Planning for Possibilities

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