Insurance and Estate Planning
Risk management is a part of financial and estate planning. That means property and liability insurance, not just life insurance.
Promotion Time
What’s a good age to name children as executor? Maybe 25, even 30, if ever.
The Underachiever’s Estate Plan
A lucky few manage to avoid guardianship and probate without really trying. Here’s how.
Corporate Fiduciaries
Corporate fiduciaries are expensive, but sometimes a wise investment.
Choosing Your Fiduciaries
Fiduciaries are the people that will care for you and your family when you cannot. Here’s help picking.
Statutory Management Trusts
Did you forget to give anyone your power of attorney? Here’s one alternative to guardianship.
Trustees
Trustees manage your money long-term. Picking one is easier when you know what they do.
Do You Need a Living Trust?
Everyone in California needs a living trust. Texas, not so much. Here, disability, not probate, drives the choice.