Category Archives: Assets

Trustee Selection

Diagram of Settlor Beneficiary Trustee for RLT

Name someone to serve with you. This familiarizes your co-trustee with your trust. It also teaches your partner about the way you want the trust to operate. What’s more, it lets you evaluate your co-trustee’s abilities.

Sandwich Generation: Caring for Kids & Parents

Or, you could manage their financial affairs as a conservator. This takes time and money. It also involves public testimony and evaluations about your parents’ health and living situation.

Beneficiary Protection in Uncertain Times

Care Manager Beneficiary Planning

Part 1 in a 2-Part Series Children bless us. From the day you or your wife gives birth, you start planning for your children’s future. You wonder about their interests, occupation and future spouse. These issues concern families most of the time. What’s more, they emerge as even more important in uncertainty, such as with […]

Will and Probate Matters

deed a house probate

Some financial articles insist that a will is not the best way to leave assets to heirs. But why is that? Won’t scribbling something on a napkin work? Wills often lead to long and expensive court proceedings. Countless other more-efficient ways could be used, all of which more effectively pass property to family. But follow this […]