Trust Naming 101

Trust Naming 101

BLOG Trust Naming 101 Trust Naming 101: Understanding the Language Behind Trust Agreements Trust agreements and the language behind trust naming can be difficult to comprehend. There are both legal and practical reasons for the trust to be named and referenced as it...
Debunking Common Myths About Estate Planning

Debunking Common Myths About Estate Planning

BLOG Debunking Common Myths About Estate Planning After 15 years working with clients in estate planning, I’ve realized that many people view estate planning as overwhelming or confusing. And this is pretty understandable: it’s not exactly a common topic at birthday...