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  • 10 tips for choosing a guardian

    May / June 2009
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1106

    Abstract: The selection of a guardian can have a profound impact on a child, so it’s important to choose carefully. If a person is hesitant to name a guardian for his or her children, a court will name one. Thus, it’s one of the most important estate planning decisions a person can make. This article lists 10 tips to help people make the right decision.

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  • Many happy returns – Total return unitrusts align beneficiaries’ interests

    April / May 2008
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 1106

    Abstract: At times, traditional trusts can create conflicts among beneficiaries, making it more difficult for a person’s estate plan to achieve its objectives and placing trustees in a difficult position. A total return unitrust (TRU) may offer a solution. This article details how a TRU works and discusses how to use a TRU for postmortem planning.

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