There are two kinds of fathers. The first kind coaches the games, makes it to the school plays, stays up late helping with the projects,
- Posted in Blogs, Estate Planning
Most people accept the role of successor trustee because they love and trust the person who asked them. That’s the right reason to say yes.
- Posted in Blogs
When a loved one dies and you’re named successor trustee, the clock starts immediately. In this episode, DeDe Soto breaks down the full arc of
- Posted in Podcast
If you are in a blended family, you may believe the simplest estate plan is the fairest one: “I’ll leave everything to my spouse. They’ll
- Posted in Estate Planning
For some people, the term family meeting may not bring to mind a pleasant gathering where everyone shares fond memories and warm feelings. When someone
- Posted in Estate Planning
When someone calls an estate planning attorney asking for a “quick look” at their documents, the request usually sounds straightforward. Maybe the documents were created
- Posted in Estate Planning