by Whoosh Agency | Oct 22, 2026 | Estate Planning
How the two provisions complement each other A spendthrift clause and a HEMS standard address different risks, and together they protect assets both inside the trust and on their way to the beneficiary. The spendthrift clause controls who can reach the beneficiary’s...
by Steve Gregory | Oct 21, 2026 | Estate Planning
Artificial intelligence has quickly become part of everyday life, including in the legal world. Today, a person can type “Create a will for me” into an AI chatbot and receive a polished-looking document within seconds. It may use legal terminology. It may appear...
by Whoosh Agency | Oct 20, 2026 | Estate Planning
What is a HEMS provision? A HEMS provision allows the trustee to make distributions for a beneficiary’s health, education, maintenance, and support. It gives the trustee a defined standard for deciding when to pay out trust funds, rather than unlimited discretion. The...
by Steve Gregory | May 27, 2026 | Estate Planning
You meant to do it last month. Maybe last year. Updating your will, setting up a trust, and naming guardians for the kids. Somehow, it never quite reaches the top of the list. You are not alone. The neuroscientist, former intelligence officer, and technology CEO Eric...
by Steve Gregory | May 19, 2026 | Estate Planning
Though it might not be as exciting as your go-to spring pastime, the importance of estate planning is undeniable. Regardless of age, wealth, or family dynamics, everyone stands to gain from a carefully crafted estate plan. Here’s the rationale behind it: 1....
by Steve Gregory | May 19, 2026 | Estate Planning
Estate planning is an ongoing responsibility, much like maintaining your residence, yard, or vehicle. You owe these responsibilities to yourself, your family, and, in the case of your estate plan, your beneficiaries. After establishing an estate plan, periodic...
