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By Timothy Barrett, Trust Counsel Have you ever attended a conference where a panel shared tips for enhancing your financial well-being? This article provides 14 valuable tips to help you better understand and revise your estate planning strategies while fostering positive relationships with your trustee, estate planner, accounting firm, and other financial advisers. Tip 1:…
Parents fearing substance abuse by their beneficiaries can include instructions aimed at deterring addictive behavior and blocking the potential misuse of funds. For many years, parents leaving substantial wealth in trusts for their children and grandchildren have included provisions that attempt to deter a beneficiary’s use of potentially addictive substances. For some, one or more…