Trust Administration

The Case of The Spouse Who Knew Too Little

Posted on: July 28th, 2016
Recently my friend, Kate, found herself a widow when her husband, Gil, passed away suddenly. Gil managed their affairs and Kate never really paid much attention to the details....

It's all taken care of...

Posted on: October 6th, 2015
Dad was always the one who was the rock in our family. He made sure we were well taken care of and mom and we kids never questioned him; he had it all under control. After dad passed away, my mom, my sister and I were comforted because dad always told us, "it’s all taken care of." From the funeral arrangements to the life insurance to the gardener, everything was in order. No need to worry about a thing!...

Missed Communications

Posted on: September 22nd, 2015
It was a really uncomfortable meeting. My long-time client Paul had passed away. We'd done some pretty sophisticated planning for Paul in order to achieve his goals ... Now, a couple of weeks after Paul's death, I was sitting in our conference room, meeting with his son James and James' wife Karen. ...
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