Your estate planning is complete. A living trust was created because it was the best vehicle to accomplish what you want to do. Now...
Welcome to the show, where you, as part of the studio audience get to hear some of the most common reasons why people don’t...
May you live in interesting times. Although that sounds like an ancient blessing, it’s believed to be a Chinese curse casting instability and uncertainty...
Over the years I’ve had clients who knew they’d been named in estate planning documents as executor of an estate, and I’ve had others...
Death tax, inheritance tax, estate tax—call it what you will, they all mean that some government entity wants to put its hand in your...
You’ve done all the planning. Your trust is set up. You’re comfortable that your estate will be distributed exactly as you want. There’s just...
You spend a lifetime earning, saving, acquiring. But the old adage is true—you can’t take it with you. So, what do you do with...
For months now, we’ve been told by the media and by friends and neighbors about all the ways people have been affected by COVID-19....