There is a particular kind of confidence that comes with having finished something. Especially an estate plan. The...
Ten Questions a Finished Estate Plan Still Raises
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Trust Planning
What an Estate Plan Says When No One Is There to Explain It
A well-made estate plan does two things. It directs, and it explains. The directing is the part everyone expects....
When an Adult Child’s Circumstances Change
Most estate plans are written at a particular moment, around a particular set of assumptions. Everyone is well....
Organizing and Updating Your Asset Lists for Effective Estate Planning
If you've accumulated substantial assets over the course of your career and lifetime—investments, real estate,...
Protecting Your Partner When Marriage Isn’t Part of the Plan
Not every committed relationship leads to marriage—and for many couples later in life, that's a deliberate choice....
When Courts Decide for You: Understanding Living Probate and How to Plan Ahead
While many proactive individuals understand the importance of having a comprehensive estate plan, they often assume...
If I Leave Someone My Home, What Do They Really Get?
Your home is likely one of the most valuable assets you own, if not the most valuable. Calling it an asset can sound...
When It’s Time to Replace a Trustee: Understanding Your Legal Options
The title of trustee implies that this position should be held by someone you find trustworthy, and for good reason....
Strategic Asset Protection: How Families Use Domestic Trusts to Shield Future Wealth
A tech entrepreneur recently posed a question that's becoming increasingly common: "Janet, I've built significant...
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the right people get your stuff.
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for everything you own
and everyone you love.
for everything you own
and everyone you love.
