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
“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
Too often an overlooked yet important element of your estate plan is your 401(k) and IRA beneficiary designations. Financial planners deem these “matter of fact”
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
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,
Recently I’ve fielded many calls about advanced estate planning strategies, most likely brought on since the transfer of power in Washington to the Democratic party. President
A friend of mine officiated at another friend’s wedding some time before the pandemic. I asked him (in jest) if he was acting in his
What many clients don’t realize is that they may lose their trusted financial advisor when they become disabled, although it doesn’t have to be that
Having just sent my youngest off to Elon University in North Carolina, I’ve been reflecting on their time at home. In particular, when my wife
Albert and Victoria were interested in marrying as they had cohabitated for many years, but they had not tied the knot. Both were retired –
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