Posts in September, 2017

Sep 26 Why a Trust Should Always Be Created Before Incapacity

There is no DO-OVER after Incapacity or Death What happens after the creators of a Trust (a.k.a. the Settlors) approach a point in ...

Sep 19 The Importance of a Letter of Instruction to the Trustee

Your (Testamentary) Word is As Good As the Paper It’s Written On A great rule of thumb in estate planning is to document your ...

Sep 12 Estate Planning Ensures Beneficiaries Know What to Expect

“That’s Not What He Really Wanted” – a Beneficiary’s Famous First Words Estate administration can be so traumatic. Here is a ...

Sep 05 Should Wealth Planning and Estate Planning Be Taught in School?

One can argue about the practical application in the life of learning about meiosis and mitosis, compared to “Wealth Management ...