The baby boomer generation, said to span between 1946 and 1964 has been quite the generation. I know as I was born at the tail
“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
Copyright 2023 © Sheppard Law Firm | 9100 College Pointe Court, Fort Myers, FL 33919
This website has been prepared by Sheppard Law Firm for informational purposes only and does not constitute legal advice. The information is not provided in the course of an attorney-client relationship and is not intended to substitute for legal advice from an attorney licensed in your jurisdiction.
The information contained in this website is provided only as general information, which may or may not reflect the most current legal developments. This website occasionally contains links to other web pages. The inclusion of such links, however, does not constitute referrals or endorsements of the linked entities. Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, P.A. specifically disclaims any responsibility for positions taken by users in their individual cases or for any misunderstanding on the part of users of this website or any linked websites.
The hiring of a lawyer is an important decision that should not be based solely upon advertisements. Before making your decision ask us to send you free written information about the qualifications and experience of our attorneys. Note that our firm does not intend to treat such correspondence as confidential nor should any confidential information be disclosed through this website. Any information provided through this website could be used in the future against the contributor.