Too often an overlooked yet important element of your estate plan is your 401(k) and [...]
In many ways your estate plan intersects with a variety of disciplines. Legal and tax [...]
In a recent column I discussed the benefits of embedding continuing testamentary trusts for your [...]
To protect loved ones’ inheritances from predators, creditors, divorcing spouses and even from estate taxes [...]
I’ve reviewed many estate plans in my 30+ years of practice. It is not uncommon [...]
Lucy loaned her son money over the years. First, it was $75,000 for a down [...]
When a parent dies one of the first questions their adult children ask me is [...]
Call an Attorney When a Loved One Dies – Even When You Have a Revocable [...]
Robert created a trust that first distributed the first $2 million to his wife, Linda [...]
I’ve had several new clients come to me with an existing estate plan that includes [...]
