by Daniel A. Perry, Esq. I was speaking with a family recently following one of my educational events. This family explained to me that for years that they knew they needed to update their previous revocable living trust from five years ago. You see, the husband’s brother, who was going to be the successor trustee […]
by Daniel A. Perry, Esq. I was speaking with a wonderful group of families at one of our educational events recently on avoiding probate, avoiding unnecessary costs and estate settlement costs, and protecting your assets from the nursing home, and I met a wonderful family. This family had a very common question. They asked that […]
by Daniel A. Perry, Esq.I was recently speaking with a husband and wife couple. This couple asked me an interesting question. They asked when is it a good time to review a previously drafted estate plan. Well, that’s a great question! However, if you have to ask, then today is probably a good time to […]