Wisdom for a Secure Future
Special Needs Trusts The Very Basics: Part I: What Is a Special Needs Trust?
A Special Needs Trust, or SNT, is a type of trust established for the benefit of a person with a phy...
Guardians of Your Own Galaxy
The most important item in estate planning for parents of minor children remains “Who will take ca...
I Have an Estate Plan. I’m OK, Right?
We have been trained to regularly address aspects in our lives. Each year we change the batter...
COVID-19 As a Motivator
Estate planning involves so much more than getting a will. In fact, most estate plan documents...
Cryptocurrency, Or . . . Keeping Up With the Jetsons
We can readily envision George Jetson paying for his flying car with cryptocurrency. Whether G...
Divorce Finalized. Now What? Plan for Your Future! Part 2: Incapacity Planning.
New potential clients routinely and casually advise that their estate plan prepared during a prior m...
Divorce Finalized. Now What? Plan for Your Future! Part 1: Resources Exist for You.
The divorce process itself is traumatic. But what about the time when the dust begins to settle on...
94 Cents Sends A Message
Living Trusts and Wills provide methods to share feelings about those in your life. For some, ...
Back to School!
It’s Back to School time, even for college students. Perhaps your own college student does n...
Speak from Beyond, and Be Heard!
You can speak from beyond through your estate plan. Each Living Trust I draft includes a State...
Who Will Feed Fido?
67% of US households own a pet. That means 85 million families have at least one pet! 54...
Only the Rich Need an Estate Plan – WRONG!
During initial consultations, I often hear that complex, fancy estate plans with trusts are just for...
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