Many parents loan money to their children. Some expect payback, others don’t. The loans might be for a down payment on a home, funds to
One of the most common questions I encounter in my practice. That question goes something like this, “I’m not a millionaire and my estate is
According to the Centers for Disease Control and Prevention (CDC) more than 7 million American adults suffer from dementia. That figure may double in the
Most of my clients’ estate plans ultimately distribute the assets to the children, and if a child predeceases, then her share is often slated to
Many states allow for a couple to legally separate instead of filing directly for a divorce. Couples may decide to first separate for religious reasons,
Courts of law normally handle disputes between citizens. Our American court system has evolved over the years to have its own method of procedures, evidence
Don and Theresa were married fifteen years, each had children from a prior marriage. They lived at a Continuing Care Retirement Community (CCRC) that required
“I need to amend my irrevocable trust,” John said. “You can’t amend something that’s irrevocable,” I answered. “Are you sure that the trust you’re talking
The Unlikely Supporters of Estate Tax Requests often come from the most peculiar places. You wouldn’t guess, for example, that some wealthy, influential families supported
Beware of financial advisors and estate planning attorneys who suggest using a Charitable Remainder Trust (CRT) as the answer to the SECURE Act’s mandatory 10-year
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