Unicorn
Don’t Fall for Estate Planning Myths!
Your work isn’t done just because you have a will. There are many myths floating around about wills, trusts and estate planning. Those myths can easily confuse people who haven’t…
A senior couple
Remarriage Can Create Estate Plan Challenge
When a remarriage takes place late in life, potential problems can arise over an existing home. It may be hard to broach the subject of death when you are getting…
Judge on Bench
Divorce Can Hinder Retirement for Women
‘Divorce gap’ can have an impact on income, as well as on retirement planning. In my prior life, a large part of my practice was as a divorce lawyer. I…
Bankruptcy
Bankruptcy Is Down but Senior Filing Is Up
Careful planning can often avoid the traps that lead to bankruptcy. Filing for bankruptcy is a very difficult thing. However, the impact is even greater, if it is done in…
Happy shopkeeper
Business Owner? Don’t Delay Estate Plan
The government will be more than happy to distribute your assets. Years ago a friend of mine told me of his final moments with his father. He was in the…
Signing matters
Immediate POA Requires a Great Deal of Trust
If you are thinking of an “immediate”, or “hot” power of attorney, take your time and make the decision carefully. When you create a power of attorney, the authority granted…
Mother and Daughter
How to not pick a guardian
Waiting for the perfect answer often leads to no answer at all I am an estate planning attorney and have three children. They are now thankfully adults, and I am…
Church
Passing on Assets? Perhaps Some Can Be Given Away
Want to make a big impact? Consider passing on some of your assets through charitable giving. While many people transfer their assets to the next generation, there are many who…
Bones of a plan
A Real Plan Should be in Writing
Make plans for handling an issue, before it becomes an issue. A plan not written down is really just a wish. I wish my son could handle my affairs. I…
Family needing planning
A Revocable Living Trust Might Be a Good Fit
There are many kinds of trusts. They aren’t just for the wealthy. Our practice has featured the preparation of wills and trusts exclusively since 1995. In the intervening years, we…