In many ways your estate plan intersects with a variety of disciplines. Legal and tax considerations are the first ones that come to mind, but
In a recent column I discussed the benefits of embedding continuing testamentary trusts for your children and grandchildren into your revocable living trust. After your
To protect loved ones’ inheritances from predators, creditors, divorcing spouses and even from estate taxes in their children’s estates, I commonly advise my clients to
I’ve reviewed many estate plans in my 30+ years of practice. It is not uncommon for a new client to say that another attorney assured
Lucy loaned her son money over the years. First, it was $75,000 for a down payment on his home then another $40,000 when he was
When a parent dies one of the first questions their adult children ask me is whether they are responsible for the parent’s debts. Home mortgage
John Locke, a British Enlightenment figure of the late 17th century, is credited with some of our Founding Father’s foundational thinking. In Locke’s time, European
Call an Attorney When a Loved One Dies – Even When You Have a Revocable Trust When Arthur died, his investment accounts were properly titled
Robert created a trust that first distributed the first $2 million to his wife, Linda before making $500,000 bequests to each of his two daughters,
I’ve had several new clients come to me with an existing estate plan that includes IRA beneficiary designations naming their revocable trust as either the
