Resources

Please Find Out 1)  What You Pay for Money Management and 2) Whether (or Not) That Person a Fiduciary My approach to estate planning doesn’t just involve drafting documents.  Don’t get me wrong…the documents are important.  But attention to the underlying assets can have an even greater effect on “who gets what–when, how, and how…

If you have been named as an agent under a power of attorney or appointed trustee of a trust, you have duties and responsibilities that you must understand.  Frequently, I advise clients about their duties as an agent managing someone else’s money.  The Consumer Financial Protection Bureau (CFPB) provides free booklets for financial caregivers that…

The answer might surprise you. Clients often come to us asking specifically for a living trust-based estate plan. This notion generally stems from the advice of a friend, advisor, or something that they have read about somewhere. There are a wide range of opinions about the pros and cons of planning using revocable living trusts.…