At some point during your adult life, you’ve likely realized that it would be wise to put in place a will, trust, and powers of attorney, as well as undertake at least a basic level of financial planning to stay on track with retirement and other wealth-related goals...
Circumstances often dictate the best course of action when estate planning, says Bill Lemann of Fullerton, Lemann, Schaefer & Dominick, LLP, an Inland Empire law firm. When advising client Rohn Rookstool, Lemann recommended setting up a testamentary trust that...
