I Don’t Have Billions, So Why A Trust?

Even to me when I first started in this business, the word “trust” evoked an image of some pampered, hot rich kids with overly styled hair, ridiculously small shorts, imbibing on a sailboat off Martha’s Vineyard which I incidentally also picture to be a literal...

Taking Money From Mom is Not Harmless

Big problems can arise when children take money from their parents. I regularly encounter many sad examples of funds going from elderly parents, some of whom are no longer mentally aware of how much money they have left, to pay for expensive cars, vacations, plastic...

Why Can’t I Just Add My Kid to the Title?

  One of the concerns many of the folks I talk to everyday share is how to protect their assets, especially their home as they start getting older. Many people are under the impression that by making their children or other family members co-owners on their home,...