Guidance From the Grave – How Much is Too Much?

Many wills and trusts set forth conditions that must be met in order for beneficiaries to receive disbursements. While there are certainly cases in which this makes sense and is in the beneficiaries’ best interest, there can also be instances in which the controls put in place hinder more than they help. We’ve likely all heard it said that the only constant in life is change. In this entry, our American Academy of Estate Planning Attorneys colleague, Attorney Steve Hartnett, lays out the ways that guidance from the grave can potentially be detrimental – and offers alternatives that ensure more practical planning to protect your beneficiaries while still preserving your values and the intent behind your bequests. Click here to read more.