It wasn’t that long ago that I published a post on how to approach the…
Year: 2015
Part 2 of this series focuses on appointing independent parties vs. family members or beneficiaries in the role of trustee.
It’s one of the most important questions any estate planning attorney can ask — but…
The concept of an incentive trust is not particularly new. The idea is simple: the…
Earlier this month, my wife and I celebrated 22 years of marriage. While I may…
Have you ever looked at a 50-year old trust document? Even one 100-years old? It…
I’m a basketball guy. Being 6’6″ will do that to you. So I continue to…
What really matters at the intersection of family and wealth.