If you know someone who is a trust beneficiary and they aren’t happy with their current trustee fees, service or performance tell them to watch this. There is hope…
2 Estate Planning Mistakes You Should Avoid
Recently we’ve had a couple of new clients have problems with estate documents they had created many many years ago. Here’s a couple of examples of the danger of having old estate documents.
Avoid this estate planning nightmare
Here is a story of an estate planning nightmare that I hope you avoid.