You may have seen posts and videos about a recent change to ATF’s FAQs page. It seems to suggest that if you have obtained an

Unfortunately, not all families get along. If you are having problems with one of your children, you may not want them to benefit from your

Southwood Case Reminds Us That Incapacity Planning is Important As we age, our likelihood of mental incapacity increases.  After all, our bodies and minds deteriorate

This last week, I reviewed two different trusts that both had been “amended” by the grantor, without the assistance of a competent trust attorney.  Both

Many people assume that adding others as a joint owner of assets is an easy way to enable management of an asset and/or avoid probate

Last week, we saw an extremely sad, but very illustrative example of why a trust should be thought of as a coordinated planning exercise and

When was the last time you reviewed the beneficiary designations on your retirement plans, insurance policies, or even your basic cash accounts? Making sure that

We often hear that our fees are higher that many would like to pay, especially in light of online services or software that supposedly enable