Wondering Whether You Need to Update Your Estate Plan?

It’s unrealistic to think that an estate plan you draft, reflecting your life at a certain time, will work when your life has completely changed some years later. We’ll use the Kendrick family as an example. Meet the Kendricks Meet Bill and Karen Kendrick. They got their first estate plan in place when their daughter, …

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How to Fix a Trust That Isnt Getting Better With Age

While many wines get better with age, this is not always true with some irrevocable trusts.  Maybe you’re the beneficiary of a trust created by your great-grandfather over seventy years ago, and that trust no longer makes sense. Or, perhaps you created an irrevocable trust over twenty years ago, and it no longer makes sense. Wine …

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5 Mistakes Made by Successor Trustees (and How to Prevent Them)

When establishing a trust, you need to give serious thought to choosing your successor trustee—the person who will administer your trust once you’re no longer able to do so. This individual ideally should be: Someone you trust implicitly. Someone who is organized, responsible and meticulous. Someone who can remain steadfast to your wishes in the …

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