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Who hasn’t heard the phrase “trust fund baby” applied to the child of a celebrity or wealthy business leader? It’s certainly true that trusts are used extensively by wealthy families. But it’s also true that trusts should be used...
When I tell people that I am an estate planning attorney, they often ask, “Do you do Wills?” My answer is always an enthusiastic, “Yes.” And I follow up with, “A Will is a basic part of an estate plan.” I think people ask that question b...
Putting off your estate plan for another year isn't an option. Crossing off this important task is a great way to start 2018 with momentum, protecting your family and giving yourself peace of mind. Undoubtedly, you understand the challenges in...
As your parents age, you and your siblings will face issues of how to take care of your aging parents. As uncomfortable as it is to think about, your parents will likely need extra help in their golden years. Some folks will suffer from dementia, or ...
After the death of a loved one, you may find yourself simply wanting to remain swallowed in grief rather than facing responsibilities. However, you likely also know that remaining in such a state can cause issues if certain aspects of the estate need...
If you're a millennial, making an estate plan may not be the first thing on your mind. For one thing, you may have more student loans than any sort of estate to speak of. You may also be busy establishing yourself in a career, buying a first home or ...
Have you filed your taxes yet? If not, this can be a good time to review your charitable donation strategy and make sure it aligns with your estate planning goals. Without a clear plan for your donations, you could lose out on money that you could ha...