Choosing the Right Successor Trustee

Without encouragement from trusted advisors or loved ones, few seniors will take the time to arrange for someone else to handle their financial issues when they can no longer fully care for themselves. It’s an easy decision to put off, because it’s emotionally stressful to consider losing your cognitive abilities and independence to financially care… Read More »

Blended Families and Your Estate Plan: How to Get It Right and Keep the Peace

The idea of “family” has changed dramatically over the last few generations. As a society, we’ve shifted away from thinking of family as a father, mother and children to one that—through divorce and remarriage(s)—can potentially comprise multiple sets of parents and offspring. Throw in the recent legalization of gay marriage and you’re looking at a… Read More »