Several years ago, when my mother was first diagnosed with acute myelodysplastic leukemia, the first thing that I did was search Google to learn more about the disease.
We take for granted that the tool of a revocable living trust is available to us. We can create a legal document where we usually name ourselves
There’s a big difference between a counselor and a salesman. This became evident to me while speaking to a client who opened a self-directed IRA
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
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 it simple.” The
Many who own residences both here in Florida and in some northern states often consider claiming Florida residency to save on taxes, among other benefits.
A new client, Theresa, who recently relocated from a northern state, brought me her trust as she wanted me to review it for applicability to
I’m always looking for shortcuts when driving, especially during busy season. Most long-time Sanibel residents know that the easiest way off the island during March
At the conclusion of our recently held client workshops we open the floor for questions. At all three of the venues a common question arose,
Occasionally I am asked a basic estate planning question that I will review today, and that is the basic differences between estate-planning with a will
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