While many designate their oldest child as exeucutor, trustee, or Power of Attorney, it is better to select agents in accordance with their expertise and ability to manage those duties.
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Estate Planning is a Way of Saying Thank You
Estate planning is a way to say thank you to those who’ve supported you and thos whom you wish to support.
Estate Planning for Millennials
Millennials are receptive to a different set of recommendations when it comes to estate planning, and they have particular vulnerabilities and needs.
An Estate Planning Lawyer’s Overarching Role – Being a Leader
“There are many potential roles that can be filled by a financial life planner” Stephen Brody writes in the Journal of Financial Planning. “The overarching role, however, is being a leader,” Brody asserts, quoting John Quincy Adams’ statement: “If your actions...