Trading Expertise for Trust
Not that long ago, I was part of a panel discussion on the subject of…
Browsing: Advisors
It Doesn’t Always Work Out
I love to see families become closer, healthier, more productive and more impactful. I love…
Reflections on the “Estate Planning” Industry
Last month I attended the Heckerling Institute — considered by many to be the premiere…
Who Should Be Trustee? Part 1
It’s one of the most important questions any estate planning attorney can ask — but…