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 …
Topic: Death
Estate Planning, Charitable Remainder Trust
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 …
Estate Planning: 3 Types of Joint Property Registration
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 …
Estate Planning Through Private Foundations
In past articles I have written about scholarship trusts established under Charitable Remainder Uni -Trusts or Charitable Remainder Annuity Trusts in your …
Estate Planning for the Modern Family
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 …
What is a Charitable Remainder Trust?
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 …
10 Rules for Being A Successful Fiduciary
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 …
Estate Planning -Planning for a Disabled Beneficiary
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 …
A Green Burial? One Woman’s Burial Wish
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 …
Leaving Your Estate to Charity-Provide Scholarships
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: …