This week, I’m in Louisville, Kentucky, for the Academy’s Spring Summit event! I’m looking forward to seeing all my Academy friends there. I interact with members every day, but my opportunity to see them in person is at the Academy events. In addition to numerous meetings, I’ll be giving two presentations, Powers of Appointment and The Trust Protector: What One Is and Why They Are Important. The first examines the use of Trust Protectors and how they can add flexibility to a document. I’ll … [Read more...] about Off to Louisville!
In the estate planning world, we're all familiar with the importance of creating a legacy, and putting that legacy into a form that can be passed from one generation to another. One’s legacy can be to leave our children with the structures and ambitions to make a difference in this world, another may be to carry our parents’ or grandparents’ traditions or spirituality to future generations, while yet another may pass on a work ethic or education or contribution mindset that marks our … [Read more...] about Recognizing the Source