How Do I Avoid Probate?

How Do I Avoid Probate?

Probate is one of those estate plan terms that everyone has heard of, but no one knows exactly what it is. They know it’s bad and want to avoid it, but they’re unsure exactly why. Here’s a rundown of what it is, why it’s bad, and how you can avoid probate. Probate is...
How to Dissolve a Trust

How to Dissolve a Trust

While most issues with a trust can be solved with an amendment, sometimes the only way forward is to dissolve the trust entirely. The most common reason to dissolve a trust is divorce, though there can be other reasons, such as creating a trust for a purpose that no...
Recording Guest Speakers

Recording Guest Speakers

Online presentations have become much more popular in the last few years. (Gee, I wonder why…) One of the advantages of presenting online is that the presentation can be recorded for posterity. However, some legal issues regarding recording guest speakers must be...
How Many Trustees Should I Have?

How Many Trustees Should I Have?

I recently had a client meeting where the client asked about naming all three sons as co-trustees on her trust. I strongly discouraged this, and since several other clients have asked about naming multiple children as co-trustees, I’ll explain why. First, no one can...