My Mom Has A Trust! Now What?!?

2017-02-07T11:56:45-05:00February 7th, 2017|General, It Happened In Our Office|

A client came into my office last week with her daughter; I’ll call her Mrs. Smith.  Mrs. Smith, who is in her mid seventies, asked if I could help her sort out the trouble she is having with her finances.   She has a trust and several other documents which an attorney and a financial advisor sold to her, but she doesn’t really understand how they work. She said that ‘no one would talk to her’ about her trust without billing her for every moment they spoke with her. She doesn’t want to have her money tied up like that, but she was told […]