What am I forgetting?

So much is being said in the news about dementia that I thought we should discuss why being occasionally forgetful is not such a concern.  To the contrary, our memory may not always be so important.  A recent article explains how forgetting is actually useful.  By forgetting information that is stale, we are enabling ourselves… Read More

So, You’ve Been Appointed Trustee of a Trust? Here Are 9 Do’s and 1 Don’t

Whether it’s an honor or a burden (or both), you have been appointed trustee of a trust. What responsibilities have been thrust upon you? How can you successfully carry them out?

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What exactly is a Personal Representative or an Executor?

Many clients ask me what will be required of their “Personal Representative” or “Executor” when they pass away; and are concerned about their family members being required to undertake such a responsibility.   Here is some information to pass along to their family and to hopefully shed light on the duties required by the position. A… Read More