Garland Richards, as a child, would hear his family say that the land they owned was historic, but didn’t remember hearing why. As he got older he would look at what was left of the stone buildings and wonder who might have lived there. What was their story? When he inherited the ranch, that stood 50…
Life is always changing, estate planning has to change with it. Reaching out to clients periodically is imperative to not only grow your business, but to remind them that what worked for them two years ago might not work for them today. Estate and tax laws are changing every year. The Tax Cuts and Jobs…
Should an estate planner fail to make certain considerations, not only can they undermine their practice’s integrity but also jeopardize a beneficiary’s financial security. How do you avoid these common mistakes when drafting trusts for minors? 1. Not choosing the right trustee We all know that our clients would rather not spend too much time…
