Growing up in Indianapolis, my family was close to my maternal grandparents who owned retail men’s wear stores. My father joined the business, as did
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
A couple of years ago, a very nice couple visited with me in my office. They had moved from Wisconsin, where their attorney was also
When you’re named as a trustee to a trust, especially a trust in which you are also a beneficiary, you are subjecting yourself to several
Children of a recently deceased client learned an expensive lesson not too long ago after their mother’s passing. To prepare mother’s residence for sale, her
What happens when a man dies with a will or a revocable trust that was originally created by an attorney, but later that man apparently
Regular readers of this column know that I like to educate on the importance of distancing oneself from your former state of domicile when declaring
Most clients who have revocable trusts believe that there won’t be a probate opened upon their passing. I’ve written in the past how your trust
Many Florida residents, particularly those in Southwest Florida, suffered casualty losses from Hurricane Irma recently. My thoughts are with those families and individuals at this
My father-in-law, Ronald, is a pack rat. He and my mother-in-law can’t park their cars in the garage of their condominium because of all his
