%20(4).png)
LEGAL READ: Common Estate Planning Myths � Part 2
This post is the second of a series in which I cover some common myths and misconceptions about estate planning. Of course, the more...
top of page
Search
LEGAL READ: Common Estate Planning Myths � Part 1
This post will be the first of a series in which I cover some common myths and misconceptions about estate planning. Of course, the more...
LEGAL READ: Asset and Family Protection
INTRO: Here’s a subject that both intrigues and confuses many people – asset protection. This article focuses on practical steps you can...
LEGAL FYI: The Often Neglected Piece of Estate Planning
INTRO: When the term “estate planning” is used, most people immediately think about Wills and Trusts. But the “poor step-children” of...
It’s All About Your Health – Part Two
INTRO: In Part One of this series, we spoke about how Advance Health Care Directives tend to be the “poor step-child” of estate planning,...
It’s All About Your Health – Part One
INTRO: Quite often, we hear people say things like: “the most important thing is our health” and “if you have your health, you have...
Is DIY Estate Planning Ever a Wise Move?
A regular reader emailed me recently, stating that she enjoyed reading my articles and was eager for me to comment about a particular,...
Inheritance Jackpot – Will The Kids Be Happy? – Part Two
INTRO:In Part One of this series, we talked about how many people have sizable estates. Consequently, when they die and their children...
Inheritance Jackpot – Will The Kids Be Happy? – Part One
INTRO: In our area, many people have sizable estates. Consequently, when they die and their children (or other loved ones) receive an...
How To Be Safe With Safe Deposit Boxes – Part Two
INTRO: In Part One of this series, we discussed how when handling a trust administration for two brothers whose parents had died, an...
How To Be Safe With Safe Deposit Boxes – Part Two
INTRO: In Part One of this series, we discussed how when handling a trust administration for two brothers whose parents had died, an...
Give From Your Heart But Use Your Head – Part Two
INTRO: In Part One of this series, we spoke about how easy it is to make a mistake about the timing, type and/or amount of a prospective...
Give From Your Heart But Use Your Head – Part One
INTRO: During the holidays, generosity is widespread. Many people make gifts to loved ones and charities. On the surface, gift-giving is...
FYI: The Estate Planning “Game” – How the Rules Work
INTRO: The estate planning “game” is one every adult plays, but some play more actively and more intelligently than others. The challenge...
FYI: Procrastination – Science and Remedy
INTRO: During the course of my 22 years of practicing law in the estate planning arena, a large percentage of my clients communicate that...
ESTATE PLANNING: What You Need at a Glance
Nearly every legal adult should have a comprehensive estate plan. At a minimum, this should usually consist of a Will; Power of Attorney;...
Estate Planning Strategies for Blended Families – Part Two
In Part One of this series, we discovered that estate planning for blended families can be complex, sensitive and difficult. Here are...
ESTATE PLANNING QUESTION: How Does Long Term Care Fit In?
INTRO: Life expectancies are steadily rising. Generally, healthier lifestyles and meaningful advances in medicine bode well for this...
Estate Planning No-No’s! - Part Two
INTRO: In Part One of this series, we talked about some of the common mistakes people make in the estate planning arena. Here are more...
Estate Planning No-No’s! - Part One
INTRO: It has been a while since I have written about common mistakes people make in the estate planning arena. I think it’s instructive...
bottom of page