Common Wealth-Planning Mistakes
In his poem The Mistake, James Fenton talks about the sad truth in making mistakes. He beautifully describes that even with blatant warnings that are ignored or subtle hints that have gone unnoticed, we sometimes go about our lives not knowing about the mistakes we are making—and how they will impact our loved ones when […]
When Is a Trust Not a Trust?
When can the provisions of a trust deed be set aside? When you don’t stick to the rules. Far too many people pay their accountant or attorney a visit, draw up a boilerplate trust deed, sign on the dotted line, and think that this piece of paper will take away all their tax and estate […]