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?
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
As many of us are ending up in the “Sandwich Generation” we face more challenges between our careers, our children and our aging parents. Check out this Eldercounsel Blog Post regarding adults taking care of their parents. The author provides sensible advice and helpful tips on how to ease the transition: Click Here
Preparing to send your son or daughter to college is one of the most exciting, and nerve-wrecking times for a parent! You’ll worry whether they will eat properly, study enough, and get enough sleep. While you can’t help these everyday concerns, you can prepare for the big ones: if your son or daughter has a… Read More
Estate planning can be an unsettling process for many people. An estate plan is the strategy you develop at any age, for your life and future, to provide yourself and your family peace of mind, so you can enjoy the years to come worry free. There are a few things that you MUST do to put… Read More
I came across this great article in Forbes’ Wells Fargo Voice from last month written by Alice Lesch Kelly that I want to share: Wealth Vs. Health: Take A Balanced Approach: Go to: Forbes for original post (mostly reproduced here). We all need balance in our lives and this article provides some great strategies for… Read More
A Little Peace of Mind Goes a Long Way. You’ve tried to prepare them in every way you can for college, but how can you make sure your children will be protected when you’re not around? Are they prepared for a medical emergency? It’s hard to believe, but privacy laws can prevent doctors from discussing… Read More
The main purpose of a will is to direct where your assets will go after you die, but it can also be used to instruct your heirs how to pay your debts.
Guardians can sell the assets and control the lives of senior citizens without their consent—and reap a profit from it. Read More