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
“James,” a widower, sat in my office as we prepared his will together. “My sons don’t have the time or expertise to serve as my
Many clients have expressed a desire to create trusts for loved ones, but to not let the loved one know that the trust exists, or,
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
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
While attending law school, I used to take a yellow highlighter and pen, writing in the margins of my textbooks to annotate what I viewed
Many people move to Florida or establish residency here not only for the sunshine but also to minimize their tax burden. When you move to
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