Casting the Roles in your Trust

• If you’re not able to direct your own production, the people you cast in the various roles can help your trust be a blockbuster success instead of a box office flop.

Reading the Script: Overview of a Trust

• So what is your trust, really?  It is the script you’ve written to tell the story of your estate planning goals and objectives

· After the Curtain Falls: The Trust Administration Process

• Your trust contains thoughtful processes to smoothly move you from wellness, into any period you may be unwell and into the administrative process and follow on activities after you’ve died.