Believe it or not, in the U.S. it isn’t easy to disinherit your spouse. But the same is not true for other family members – generally, you can use your estate plan to disinherit your brothers and sisters, your nieces and nephews, or even your very own children and grandchildren. However, in the majority of…
One of the main reasons for getting an annual physical is to detect and treat problems before an illness or health condition becomes serious. Likewise, it is important for your estate plan to get a regular check-up to address changes in your life circumstances or in the law to ensure that optimal plans are in…
Every year I vow to start my Christmas shopping earlier. If I am organized and purchase all of my gifts early, I can enjoy a stress-free holiday season. I failed again this year. I know preparing for the holiday season early will make it more enjoyable. I also know that I must not only purchase…
When creating a revocable living trust, it is common that the trustmaker(s) will serve as trustee and appoint a successor trustee to handle matters after their death. The successor trustee is the person who steps in and executes the trust administration after your death. The successor trustee will also step in should the trustmaker become…
