Whether you are reviewing your existing trust or creating a new trust, you should understand the important role that trustees play not only in handling trust matters but also in providing for and protecting your loved ones. What is a Trust? A trust is an agreement between an owner of accounts and property (Trustmaker/Grantor) and […]
Long time readers of this blog know of our love of the 2019 murder mystery film Knives Out, for shining a Hollywood sized spotlight on the world of estate planning. With the release of the sequel, Glass Onion in 2022, now is a great time for a refresher into the world of estate planning and […]
Beginning your retirement is a great milestone that is worth celebrating. You have put in many years of hard work, and you are now able to focus your energy on the next phase of your life. However, before you begin this next chapter, you need to make sure that you have fully thought through this […]
Musician Aaron Carter, a former child pop star and younger brother of Backstreet Boys singer Nick Carter, died in November at the age of thirty-four. Aaron’s untimely passing is one of the more tragic celebrity deaths of 2022. It is also one of the messiest from an estate planning perspective. The late singer, who struggled with […]
