New Year, New Estate Plan To all of my clients and colleagues – Welcome to 2020! A new year is a time for optimism and new opportunities. It is a time to start fresh and make sure you are headed in the right direction. But making New Year’s resolutions is not enough: Take action now […]
Read More »The ABCs of RLTs
The ABCs of RLTs You may have heard of a revocable living trust (RLT), which is a commonly used estate planning solution. But what exactly are they, who is affected by them, how can they be changed, and what do they accomplish? What Are They? Trusts, which are legal entities that hold title to property […]
Read More »Self-Care: 4 Ways to Show Yourself a Little Love
Self-Care: 4 Ways to Show Yourself a Little Love Summer is over. The kids are back in school, and it’s time to take a deep breath and spend some time taking care of yourself before the holidays arrive. Everyone needs to take steps to relax and minimize the effects of life’s everyday stresses. Here are […]
Read More »What is an Advance Directive?
What is an Advance Directive? Kevin stands at the door of Winnie’s nursing home room, tears streaming down his face. The medical staff just finished inserted a feeding tube into Winnie – an act Kevin knew she didn’t want. Unfortunately, Winnie couldn’t express her wishes due to advanced dementia, and she had no legal documents […]
Read More »Financial Powers of Attorney
Financial Powers of Attorney The wealth, property, and investments we accrue over a lifetime are often significant. While you have carefully managed your finances through the years, there may eventually come a time when you cannot handle such decisions. To plan for the likelihood that you are unable to manage your financial affairs, it’s important […]
Read More »Will vs. Trust: Which is Right for You?
Will vs. Trust: Which is Right for You? When you sit down to create your estate plan, there are likely dozens of questions running through your mind. Who should get possession of your home? Who should run the family business? Will you create a college fund for your grandkids? What charity should you donate to? […]
Read More »What to Bring to Your First Meeting with the Estate Planning Attorney
What to Bring to Your First Meeting with the Estate Planning Attorney If you are thinking about putting together an estate plan, it is important to consult with an attorney who is knowledgeable and experienced in this area of law. Your initial meeting with an estate planning attorney is a good opportunity to discuss your […]
Read More »Planning for Children with Special Needs
Planning for children with special needs Estate planning requires specialized planning when you have a child with special needs. Looking to the future as to how your child will be able to function in the world as they age is particularly tricky to assess. What is the child’s long term prognosis and what type of […]
Read More »The Benefits of Trusts for Beneficiaries – Why Delayed Distribution is often Superior to Outright Distribution
The Benefits of Trusts for Beneficiaries – Why Delayed Distribution is often Superior to Outright Distribution Whether you have accumulated a little or a lot of wealth over your lifetime, it is likely that you have some particular thoughts on how you would like those assets to be used by loved ones after your death. […]
Read More »Saying “I Love You” With Your Estate Plan
Saying “I Love You” With Your Estate Plan While saying the words “I love you” is indeed romantic, you should know that putting together a well-crafted estate plan is a concrete way to care for your family in the long run. This is because doing so will help prevent your surviving family members from scrambling […]
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