If a client’s Estate Plan involves a revocable trust, then the client needs to decide who will serve as trustee after the client dies. Sometimes, clients have several undesirable options if they want to name an individual and they consider naming an … [Read more...] about How Do I Trust Thee…Part III
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Motivation to Keep Working on Your Legacy
Today's "Motivation to Keep Working on Your Legacy" is inspired by hikers from Illinois whom I met on my recent Grand Canyon hiking trip. When you're far from home and in an unusually harsh environment, anyone who represents home instantly becomes a … [Read more...] about Motivation to Keep Working on Your Legacy
How Do I Title Thee…Part II
We often recommend a trust as part of a comprehensive Estate Plan. This article is the second in a two-part series that examines the effect that title has on an Estate Plan. The first step is understanding what forms of ownership your state … [Read more...] about How Do I Title Thee…Part II
Own a Vacation Home? Beware of Ancillary Probate
This is the time of year when some people spend time in their vacation homes. If you are fortunate enough to have a getaway out-of-state, you can enjoy your spare time to the fullest. Family members and friends can come by, and lasting memories are … [Read more...] about Own a Vacation Home? Beware of Ancillary Probate
How Do I Trust Thee…Part I
When clients undertake Estate Planning, they face the difficult decision of naming a trustee after their death. While Estate Planning documents are effective once signed, they often contain provisions regarding what will happen upon the trustor’s … [Read more...] about How Do I Trust Thee…Part I
I Didn’t Know What I Was Missing Until I Discovered It
Last Saturday, my husband, Hammad, and I went hiking deep in the Grand Canyon. There was an excessive heat warning in effect. We were cautioned that the body cannot cool itself or replenish its water or salt in those conditions, which can exacerbate … [Read more...] about I Didn’t Know What I Was Missing Until I Discovered It
