Clients have alerted me to a new problem in naming beneficiaries on brokerage accounts, both retail investment accounts and IRAs. Some brokerage companies …
[Read more...] about Solving a New Brokerage Account Problem
Estate Planning
Ask A Lawyer: What is a Trust Protector?
You are probably familiar with the basic roles of people connected to a trust. The trustee manages the trust assets for the benefit of the beneficiaries, …
[Read more...] about Ask A Lawyer: What is a Trust Protector?
Which is Better? Will or Living Trust?
Clients often ask which is “better,” a will or a revocable living trust (RLT) for estate planning. Both serve the important purpose of sending your assets where …