This post is the second of a series in which I cover some common myths and misconceptions about estate planning. Of course, the more...

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...

INTRO: Here’s a subject that both intrigues and confuses many people – asset protection. This article focuses on practical steps you can...

INTRO: When the term “estate planning” is used, most people immediately think about Wills and Trusts. But the “poor step-children” of...

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,...

INTRO: Quite often, we hear people say things like: “the most important thing is our health” and “if you have your health, you have...

A regular reader emailed me recently, stating that she enjoyed reading my articles and was eager for me to comment about a particular,...

INTRO:In Part One of this series, we talked about how many people have sizable estates. Consequently, when they die and their children...

INTRO: In our area, many people have sizable estates. Consequently, when they die and their children (or other loved ones) receive an...

INTRO: In Part One of this series, we discussed how when handling a trust administration for two brothers whose parents had died, an...

INTRO: In Part One of this series, we discussed how when handling a trust administration for two brothers whose parents had died, an...

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...

INTRO: During the holidays, generosity is widespread. Many people make gifts to loved ones and charities. On the surface, gift-giving is...

INTRO: The estate planning “game” is one every adult plays, but some play more actively and more intelligently than others. The challenge...

INTRO: During the course of my 22 years of practicing law in the estate planning arena, a large percentage of my clients communicate that...

Nearly every legal adult should have a comprehensive estate plan. At a minimum, this should usually consist of a Will; Power of Attorney;...

In Part One of this series, we discovered that estate planning for blended families can be complex, sensitive and difficult. Here are...

INTRO: Life expectancies are steadily rising. Generally, healthier lifestyles and meaningful advances in medicine bode well for this...

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...

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...