Wall Street Steward Blog


The Poor Man's Trust

Many attorneys are doing a phenomenal job of scaring people into creating trusts.  Truthfully, unless some unusual requests are to be made as part of your estate plan, very few people actually need trusts.  If that is the case, then WHY do so many people have trust accounts as part of their estate plan?


Your Last Month

Meeting was scheduled for 3:45 pm today at the client’s house.  As I drove deep into the country woods, the paved road ended as I turned onto a sheet of gravel.  My car jumped back and forth with each tire revolution.  As I pulled up to the house, I was greeted by 4 dogs who were none too happy that an overdressed yuppie was encroaching.