Latest Blog Posts

How to Pick a Trustee, Executor, Personal Representative, or Agent under a Power of Attorney

Posted on: February 16th, 2017
While the term fiduciary is a legal term with a long history, it very generally means someone who is legally obligated to act in another person’s best interests. Trustees, executors, personal representatives, and agents are all examples of fiduciaries. When you pick trustees, executors, personal representatives, and agents in your estate plan, you’re picking one or more people to make decisions in your and your beneficiaries’ best interests and in accordance with the instructions you leave. Luckily, understanding the basics of what each of these terms means and what to consider when making your choices can make your estate plan work far better....

A Powerful Exercise to Surface the Values You Want to Pass on to the Next Generation

Posted on: February 9th, 2017
Successful estate planning is about far more than simply passing your wealth to the next generation— it’s also about passing on your values. No matter which financial or legal structures you choose to contain and manage your assets, these instruments only preserve your wealth until it reaches the hands of your beneficiaries. What happens then? Your values enabled you to accumulate wealth and persevere in spite of obstacles and long odds. If your children and grandchildren don’t share and cherish those values, they could lose their inheritance as quickly as they received it....

Better to Play it Safe: Proactive Estate Planning and Cognitive Impairment

Posted on: February 2nd, 2017
Most financially savvy individuals begin planning their estate when they’re in peak mental shape. The idea that this might change at some point in the distant future is an unpleasant one, and they would rather go about their estate planning as if they’ll be as sharp as a tack late into their golden years. Unfortunately, this common approach of ignoring a potential problem and hoping it simply won’t happen can leave a giant hole in your estate plan. Read on to find out that this common hole can be more easily filled than you might think....

Even Vampires Need Estate Planning

Posted on: October 14th, 2015
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Heard this from your client? "I need to find a nursing home for my mom."

Posted on: October 12th, 2015
Here is your helpful answer. ...

CAUTION: The Trust Protection Myth -- Your Revocable Trust Protects Against Lawsuits

Posted on: August 9th, 2015
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