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Divorce Among Partners: How Not To End Up In Business With An “Ex”

What happens when one of your business partners gets divorced? Unless your Operating Agreement states otherwise, chances are you are now in business with your Partner and their ex -spouse.   It’s a well-known fact that half of all marriages end in divorce, yet it is staggering as to how little by way of planning goes […]

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What Exactly is a Trust?

Legal websites are rampant with articles promoting the use of trusts and their value in avoiding the horrific, heinous probate process. In my experience as a trust officer, the overriding emotion that I noted when speaking with clients about trusts, and the entire estate planning process for that matter, was confusion. This is a valid […]

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What is an Estate Plan?

In my years working as a Trust Officer, my clients would ask how often they needed to review and update their “estate plan”. For the wealthiest of that group, an estate plan could include a revocable trust, a Last Will and Testament, powers of attorney, a charitable trust, a family trust, a right to die […]

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