J.R. explains why he is not a fan of trust companies and urges people to consider independent third-party trustees. Estate planning and elder law attorneys often encourage people to list a corporate … [Read more...] about Legacy – Where to Turn If There Is No One Qualified to Serve as Your Successor

By John H. Robinson, September 2022 Every year, I write at least an article or two aimed at dispelling the myths that estate planning exists solely in the realm of attorneys and that the estate … [Read more...] about Estate Planning is So Much More Than Drafting Documents

By Laurey Shintani, March 1, 2022 Before the digital age, it was customary, even fashionable, for investors to take physical delivery of the shares of stock they purchased from their stockbrokers.  … [Read more...] about Old Stock Certificates Can Cause Major Headaches