Trust Planning
Estate Planning and Wealth Management
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Obama Agrees
"Financial institutions have plenty of high powered lawyers and lobbyists looking out for them. It's time consumers had someone on their side."
President Barack Obama
President Barack Obama
"I created Trust Planning to help beneficiaries like myself. I want you and your family to avoid the unnecessary problems and large expense that I faced. "
In the News
Freakonomics: The Hidden Side of Managing Money
Forbes - Sept 2 2005
Estate Planning Mistakes: What do Princess Di, Marlon Brando, Heath Ledger, Jimi Hendrix, and Warren Burger Have in Common?
Forbes - Nov 24 2009
How to Choose a Financial Planner
MSN Money Central
JPMorgan Loses $3 Billion Investing: Accounting Investigated by SEC. FBI Joins Investigation.
Loss May Total 9 Billion. Senate Hearing on Lack of Disclosure.
Loss May Total 9 Billion. Senate Hearing on Lack of Disclosure.
New York Times - May 11 2012, March 15, 2013; Reuters - June 28, 2012
Upcoming Features
Find the best trust management companies for your estate.
How to get the most out of your lawyer. Examples of the best and worst attorney-client relationships.
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