Monthly Archives: April 2022

The Toll of Serving as Fiduciary

I often guide clients in naming trustees and personal representatives (collectively “fiduciaries”) as part of the Estate Planning process. These conversations cover many topics...

The Power in Powers of Appointment

To do my best job, I need to understand each client’s family dynamic, identify areas of concern, provide advice regarding the best course of...

What an In Terrorem Clause Can Do for You

Individuals undertake Estate Planning not only to ensure the smooth transition of their assets upon their death, but also to prevent certain beneficiaries from...