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?


Case Study: Stay Classy

Just to refresh your memory, if I write a “case study” blog, it is an event that actually happened.  I do not make these up, although I might embellish a bit to make the stories more interesting.  That is creative license, and believe me, as the reader, you should thank me….if I told these “to-the-detail” how they actually happened, my blog would morph into the prescribed treatment for insomnia.