When Estate Planning Documents Have ErrorsAugust 25, 2023Team TREELMichelle* hired an estate planning attorney to draw up a basic estate plan, including a…Read More
Rumor v. Reality No. 1: Shelf Life of Estate PlansFebruary 10, 2023Team TREELRumor: “I signed a Will, power of attorney and a living will 15-20 years ago.…Read More
In Estate Planning, Money Does Not Equal LoveOctober 21, 2022Team TREELA woman who identified herself as “T.S.” told a business advice columnist that her husband’s…Read More
A “Financial Love Letter”July 29, 2022Team TREELA father in his 70s gave his daughter a file he titled “financial love letter.”…Read More
When Your Kids Don’t Share Your ValuesJuly 1, 2022Team TREELA couple in their 60s recently posed an interesting question to a syndicated columnist: If…Read More
Four Critical Estate Planning Documents for LGBTQ CouplesJune 6, 2022Team TREELWhile the right for LGBTQ couples to marry is relatively new, it is important not…Read More
Special Needs Trusts: Creating Financial StabilityMay 23, 2022Team TREELTo remain eligible for public assistance, someone who is disabled or unable to manage their…Read More