What You Need to Know About Being a Trustee

    So, you have been chosen as a Successor Trustee to manage your relative’s or friend’s Trust. Wow, you may think, what an honor. Yes, being chosen as a Successor Trustee is certainly an honor; the person who chose you likely considered you trustworthy, responsible, amicable, and detail-oriented. Before serving as a Successor Trustee, […]

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5 Celebrity Estate Planning Mistakes We Can Learn From

  In our celebrity-obsessed culture, it seems that people’s eyes and ears are constantly on alert for the latest celebrity gossip, especially when it concerns wealth. Though not every celebrity lives an extravagant lifestyle, the vast majority possess sizeable assets and aren’t shy about flaunting it. The unfortunate reality is that celebrities often forget that […]

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4 Questions Your Estate Planning Attorney Should Ask You

  Whether you’re an accomplished executive, multi-business owner, or a single mother, sitting down for the first time with an estate planning attorney can be nerve wracking. In a society with so many options—including estate planners—feeling comfortable with important decision making is easier said than done.   A sophisticated estate planning attorney covers a lot […]

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