Co-Trustees Means Multiplying the Work, Not Spreading it Around
“In the twenty-three years I’ve been practicing law, [...]
Give Your Trustee Room to Breathe
“Who do you trust to handle financial decisions [...]
Three Reasons NOT to Gift Real Estate to Children
With the rising cost of long-term care, families [...]
The Importance of Trust Funding
Many of our estate planning clients have chosen [...]
Age of Inheritance
Over the years, many of my clients have [...]
Reverse Mortgage and Credit Line Landmines
Getting older isn’t always fun, and sometimes the [...]
Estate Planning Dos and Don’ts When You Buy a New Home
Beyond the financial considerations of owning a home, buying one can become a source of conflict for your family. Who should get your home if you and your spouse die unexpectedly?
7 Must-Do Estate Planning Tasks When You Have a New Baby
If you've recently had a new baby, now is the time to sit down and review your estate plan to ensure that all of the provisions are in place to care for your precious new child and the rest of the family.