Overcoming the Overwhelm in Estate Planning Design As estate planning attorneys, we are used to helping people who are overwhelmed with the estate design process. We have to admit it — nobody likes to think about their own death or long-term incapacity. And...
I was talking to someone a few days ago about the incredible importance of incapacity planning. This planning is essential for all adults, regardless of age and wealth. As soon as a person turns 18 years old, they have the legal ability to name who they want to make...
I could also call this article “The Disappointment of an Improperly Funded Trust”. I come across this scenario often. Here’s the hypothetical. A woman meets with me about the recent death of her brother. The brother had a revocable trust. But when we review all...
