Craig R. Hersch Florida Bar Board Certified Wills, Trusts & Estates Attorney; CPA Several times a year, I receive a telephone call that goes something
I’ll diverge from my normal estate planning column to get sentimental. Many of you who’ve read my column over the two decades plus that I’ve
I’ve heard that my career as an estate planning attorney will end at some point as artificial intelligence (“AI”) improves, much the same as the
When counseling, I asked Robert a simple question. “Do you envision your children and grandchildren living a more extravagant lifestyle than you and Diane have
I was in a client meeting not too long ago, and I asked “Brent” and “Linda” sitting across the conference room table from me a
Rather than focusing on estate planning in this article, I plan on sharing the wisdom from clients who have successfully navigated many years of successful
Last November we lost Aaron T. Beck, a psychiatrist who was a professor in the department of psychiatry at the University of Pennsylvania. He is
In this season of giving, I think of the most valuable gift I received. It was no less than 45 years ago when my great-grandmother,
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
“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
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