If you're like most people, you want to pay less taxes, not more. What most people don’t realize is that there are easy ways to avoid...

If there was one thing, one single piece of information, I could shout from the rooftops so everyone would know – it would be this =>...

No matter how many times I see it, it still surprises me… children fighting over what to do with Mom and Dad’s homestead property....

“The System” Guardianship is the court process required when an individual lacks the ability to care for themselves or make their own...

Over the last year or so, I’ve seen a growing number of instances in which a bank or other financial institution won’t accept a Power of...

As you probably know, I often write about the “horror stories” resulting from the failure to properly plan…. the estranged son who shows...

Have you ever wondered why we make New Year’s resolutions? It’s part aspiration and part tradition. "We tend to set resolutions because...

Have you ever wondered whether there’s a difference between a Last Will and a Living Will? In my experience, many people get them...

I recently heard about a wealthy gentleman who’d suddenly passed away. He’d made some great financial decisions during his lifetime,...

I often talk about the two big questions we ask (and answer) when preparing a client’s estate plan: · No. 1 => What happens to my stuff...

When I meet with families after a loved one dies, I often run into a recurring problem… the failure to revise/update beneficiary...

One of the biggest mistakes I’ve seen people make over the years is... leaving assets directly to a minor, disabled or spendthrift child...

I say it all the time, trying my best to spread the word that having a Last Will and Testament DOES NOT allow your family to avoid the...

In my last blog post, I talked about the two big questions we ask (and answer) when preparing an estate plan: · What happens to...

There are two fundamental, over-arching questions we answer when preparing an estate plan. The first question – what happens to my things...

Imagine this - you’re eighteen, it’s your senior year in high school, and you’ve just received a pile of cash from a distant relative...

I often meet people who, when they learn I’m an estate attorney, tell me: "I don’t need a trust to avoid probate. All I really own is my...