LASTING COMMITMENTS: Being a beneficiary

Estate planning, like any field, has its own special uses of language. Many of the key terms are commonly used words such as “beneficiary,” which take on precise meanings in the context of wills and trusts. Here’s a hypothetical situation that introduces some of the basic roles and ideas. It’s based on an actual question […]

LASTING COMMITMENTS: Preserving inheritance for future generations

When I started my estate planning practice 21 years ago, I wanted to provide a valuable service while devoting part of my practice to clients who couldn’t afford market-rate legal services. I did not know then how surprised I would be by the lessons I would learn along the way. I’ve always had a strong […]

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