Tag Archives: trustee

Trusts – Do They Work?

You bet.  But what work do they do?  Not much if they are not properly drafted and if you don’t use them properly.  I speak with many attorneys who, like me, do some or a lot of their legal work … Continue reading

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Care for Your Pets After You Are Gone

Many of us who own pets consider them to be more than just pets, but a part of the family.  Some people are now acting to plan for their pets in case the pet outlives the owner.  Pet owners can … Continue reading

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Don’t Let Estate Planning Scare You This Halloween

Estate planning is sometimes thought to be a scary process.  Right up there with purchasing life insurance or having a root canal.  But almost all of my clients breathe a sigh of relief when they have completed the process saying … Continue reading

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Avoid Pitfalls of a DIY Will

Self-preparation kits are becoming more popular but beware the hidden dangers of going it alone.  If you are going to purchase a self-preparation kit or online document, you should only view it as preparation for a meeting with a trained … Continue reading

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Marks of the Ideal Trustee

How many people even give the duties of a trustee any thought when they are choosing who they will designate to serve in that capacity?  A trustee’s role is a complex mix of duties, responsibilities and potential liabilities, and in spite of … Continue reading

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