Wisdom for a Secure Future
Transfer on Death vs. Wills vs. Living Trusts
Benefits and limitations exist with different methods of transferring assets within estate plans.&nb...
The Big Three
A month after one of our sons settled into an amazing new apartment four blocks from his graduate sc...
Congratulations on Your New Home! Now What? Hint: Create or Update Your Estate Plan!
You purchased a new house. Congratulations! A new address brings new and exciting beginn...
The Larry King Trap
Some would posit that Larry King lead a fascinating life pioneering late night cable television talk...
Happy Wife, Happy Life – Then What?
Some couples dismiss estate planning believing that nothing needs to be done as the surviving spouse...
Can Your Social Media Life Ever Get Laid to Rest?
Facebook. Twitter. WhatsApp. Snapchat. Instagram. LinkedIn. Just...
Blended Families Are Special
Remarriage rates after divorce are over 75%. As a result, blended families are simply part of ...
DIY Estate Plans? Scarier than Halloween!
Over the past few years, DIY estate plans have gained in popularity. Just fill in the blanks a...
Charles Dickens Was Right!
Jarndyce v. Jarndyce. Fans of Charles Dickens understand well this legal case. The Jarnd...
Who Needs an Estate Plan? Hint: YOU!
So many people think of a Last Will & Testament when they hear “Estate Plan”. However,...
Special Needs Trusts The Very Basics: Part III: Pooled Trusts
Pooled Trusts in the Special Needs Planning arena serve a critical need. Pooled Trusts offer p...
Special Needs Trusts The Very Basics: Part II: SNT Distribution Standards
Part I in this series identified and explained the types of Special Needs Trusts, or SNTs. Whe...
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