I appreciate the temptation to do this.  As you’ll hear, it can go badly.  Best to hire an attorney or at least have an attorney review what you created.

When people ask me this, I tell them I don’t handle this.  My conversation would be ‘what has you want to do this’?  Answering “it’s the principle of the thing” is valid.  It’s a personal choice.

It’s expensive, there’s no promise of success, it’s emotionally draining.  And, I can refer you to someone who does litigation.

Trustees have specific responsibilities – and it’s important to choose the right person. About speaking to an attorney – absolutely if you own anything and want to be sure it gets to the right person when you pass.

One of my favorite learnings from school was the phrase “it depends”. For me Trusts are when there are minor children, disabled children or adults, and people who might need government benefits. That being said, it still depends.

People talk about being too old…Not if you really want to do something.

Coaching was what I did before becoming a lawyer…it serves the legal practice and being an attorney was/is a walk of faith and a way to be of service.

It’s an interesting question I like to answer.

Different things are needed for physical or mental incapacitation.  It’s important to have paperwork in place in the event of either.

It’s a questions that pops up often because people think having an ‘estate’ means they have a lot of money, property, etc.  Completely NOT TRUE