“Calvin” visited with me recently, armed with spreadsheets describing the distributions he wanted his revocable trust to implement following his death. He made various assumptions
In recent weeks I’ve encountered calls from clients who, unbeknownst to me, took on the responsibility of acting as a trustee for a friend’s or
A client of mine, Sandra, often complained about how much money she had to lend (give?) her daughter, Donna. “It’s one thing after another,” she
Not that anyone reading this plans on mixing up a cocktail of illegal drugs and shooting them into one’s body, the death in February of
When a new client first visits with me to update their estate plan it isn’t unusual for them to say, “I just want to keep
“Sarah” had a Will that left $50,000 specific bequest of cash to each of her five grandchildren, while the rest, including her residence, was
Famed New York Yankee catcher Yogi Berra once said, “Baseball is 90 percent mental, the other half is physical!” While Yogi’s math was famously a
What do you do when an heirloom bracelet goes missing? How about when a bank account starts to inexplicably bleed cash? If you talk to
When choosing how to approach your estate plan, it’s important to realize that the different types of assets that you own have different legal and
Can you impose a “religious test” on your beneficiaries – or for that matter any other life style test – or else they become disinherited