Wealth That Was Built and the Management That Supports It
A trust represents a deliberate act. Assets accumulated over a lifetime are structured, named, and assigned to benefit specific people under terms the grantor established.
The Principal and Income Distinction That Determines Who Gets What
When a trust holds rental property and a stock portfolio, two different people may have rights to what it produces. One receives what the assets earn — the rent, the dividends, the interest.
Planning for the Elder Years: When Assets Meet Incapacity
Estate planning attorneys face a recurring problem: clients with substantial assets who never established trusts or powers of attorney, then lose capacity. T
Graduating from Living Paycheck to Paycheck to Starting to Save. The Psychology of Not Spending What Comes In.
Most people who spend everything they earn are not irresponsible. They are responding rationally to the way money works when there is none left at the end of the month.
Bookkeeping for Court Accounting
A court accounting is built around specific questions: were funds received accounted for, did expenditures benefit the person the court is protecting, and what does the estate look like at the end of the period.
Before the Estate Account Exists Someone Has to Pay The Bills
The days immediately following a death carry a financial reality that arrives quickly: bills do not pause, banks restrict access to accounts, and the legal machinery of estate administration takes time to start.
