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3 Simple Ways To Keep Assets Within Your Family
When you’ve worked long and hard for your assets, the last thing you want is your money being spent on taxes and other unnecessary ...
The Queen of Soul's Estate Saga Continues
Hi Everyone, Happy Wednesday! This week we're discussing Aretha Franklin's continuing estate saga. It was believed that the Queen of...
Reproduction After Death?....Court Says, "Yes!"
Hi Everyone, Happy Wednesday! I love the opportunity to inform you about interesting legal trends. Reproductive rights is an issue...
Where Do I Put My Medical Proxy?
Hi Everyone, Happy Wednesday! This is an incredibly busy time of year between graduations, and field days, and all of the other...
I Have a Trust, Why Am I in Probate?!
Happy Wednesday! This week we are discussing things that can slip through the cracks. We administer many probates each year where clients...
Holiday Inn v. Assisted Living
Hi Everyone, Happy Wednesday! This week we are talking about alternative living arrangements. :) A big concern for many of my clients is...
An International Family Feud
Hi Everyone, Happy Wednesday! This week we're talking about expecting the unexpected. I've written many times about the importance of...
The Queen of Soul Had No Will!
Hi Everyone, Happy Wednesday. Aretha Franklin passed away last Thursday at age of 76 after a long battle with pancreatic cancer. She...
John Oliver Tackles Guardianship
Hi Everyone, Happy Wednesday!!! This week we are talking about incapacity planning. Two key documents that make up a comprehensive estate...
What Do a Marathon and an Estate Plan Have in Common?
Hi Everyone, Happy Wednesday! One piece of advice that I typically tell people when we are talking about their trust funding is that,...
Back-to-school, Back-to-organization
Hi Everyone, Happy Wednesday!!! For many, your children have returned back to school and you are starting to establish a new...
You're Doing What For Easter!?
Hi Everyone, Happy Easter and Happy Passover! Let’s face it, holidays, much like families, can come with some pretty strange traditions....