Estate Administration
May 28, 2023
How do I decide what personal property to keep for me or my family?
A recent WSJ article discussed the art of decluttering our lives, which has become a hit TV series but offers a serious…
March 26, 2016
What are trust protectors and trust advisors and should they be part of my estate planning?
In a recent article, Thinking More Deeply on Trust Advisors and Protectors, WealthCounsel Quarterly, WealthCounsel’s Vice President for Education, Matt McLintock, discusses in depth…
April 14, 2015
Planning for Digital Assets
In a recent WSJ Wealth Advisor article, New York advisor Holly Isdale discusses the planning she does with clients to prepare to deal…
January 7, 2013
Life and Death Online: Who Controls a Digital Legacy?
With so much of one’s life in some form of online, digital media – coupled with patchwork body of law and requirements…
