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Your Best Intentions Will Not Be Enough

Your Best Intentions Will Not Be Enough

I recall a few years ago when a client passed away.  His assets were not insignificant.  His passing was sudden, and left serious issues affecting his family and his estate.    His health had begun to deteriorate, but he thought there was still time.  Nevertheless, he...

Do You Need a Trust?

Before addressing (in future columns) the reasons a trust can be extremely helpful, it may be helpful to know some reasons that people are told they should have a trust . . . but which may not be true. People are sometimes told to have a trust to avoid probate. Most...