Preparing for the Unforseen, Living Trusts
There may come a time when a loved one can no longer make financial decisions because of a mental or physical disability. I have written so many times before …
There may come a time when a loved one can no longer make financial decisions because of a mental or physical disability. I have written so many times before …
When I listen to my team members talk about high school and pending deadline for their child’s choice of college, it is scary. They talk about having to …
So very often my articles for Familyaffaires.com are about wills, trusts and estate planning. If you would ask me what the #1 problem is I see when reviewing a …
In past articles I have written about scholarship trusts established under Charitable Remainder Uni -Trusts or Charitable Remainder Annuity Trusts in your …
The notion of a traditional family in America is hardly the norm these days as family structures become increasingly diverse. Legal planning must keep up with …
As I write this month’s column we are in the midst of preparing for high school graduations. When I listen to my team members talk about high school and …
One of the most intimate positions you can have is to be trusted to handle someone else’s finances. This is called being a fiduciary. Generally, the person …
When working with an attorney to prepare your estate plan, you will need to decide who you want to leave your assets to upon your death. What if your first …
I once asked a client if she had any burial wishes as we were preparing her will. “Yes,” she replied. “I would like to be composted.” Her response …
Since June is graduation month I would like to share a story with you. Before I do, here are some interesting facts for you to read about higher education: …