Working with an attorney to draft a trust agreement for estate planning purposes is an important step. But just getting the document drafted and signed...
A trust is an instrument set up to hold the property of an individual, often called the grantor, for one or more designated beneficiaries. The following glossary...
If you are thinking about establishing a living trust, you will need to give considerable thought to selecting a trustee. Perhaps you are thinking about naming a family...
A NEW CHAPTER Exciting news this month: My authorial career is extending beyond the pages of this newsletter! Don’t worry; I’m not going anywhere, but...