Trust Assets

March 2, 2026
White binders stacked on top of each other.

Why Quick and Simple Estate Plan Reviews Don’t Exist

If your estate plan is years old, or you did it yourself, you may call an attorney asking for a quick, low-cost review of your estate planning documents, thinking it’s a quick and easy process. The reality is that an estate plan review is (or should be) more complicated than most people think…
September 10, 2018

Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 2

Last week, we shared the first part of this series […]
August 30, 2018

Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 1

If a friend or family member has asked you to […]