Trustees

Helping Aging Parents: What is Important

By Jennifer Cowan / October 1, 2015

October: it does not feel like Fall yet but let’s see how the season develops. Hopefully we’ll get some rain. Last month I visited the di Rosa museum in Napa for the first time (www.dirosaart.org), touring the surrounding grounds and outdoor sculpture gardens. It was very hot but the view was amazing and the giant…

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Accessing Digital Assets

By Jennifer Cowan / August 1, 2014

Hello! It’s August, the last month of the summer for most of us. Last week I visited the Francis Ford Coppola Winery in Sonoma: we rented a small cabana and lounged around the beautiful pool. What a treat! Lying there I couldn’t help but notice how many people were on their cellphones or tablets. We…

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April News

By Jennifer Cowan / April 10, 2014

This month I’d like to talk about selecting a successor trustee for your revocable trust. Remember, your successor trustee takes over when you are incapacitated OR after your death.  Naming a successor to step into your shoes is an important decision and one I always spend some time on with my clients. A good successor trustee…

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