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....
What to do? What to do? The 2020 presidential election is just around the corner and questions are being asked about how to protect...
Oh, my! I cringe every time I hear that someone has added their kids’ names to the deed of their house as an estate...
My parents were depression-era babies. And like many of their generation who experienced those years of economic desperation, when things improved, they planned and...