24 Aug 2025
0 Commentsestate planning for digital assets
Estate Planning today needs to include a plan for your digital footprint–the never-ending More
legal
26 May 2025
0 Commentshow inherited property is taxed
“How much am I going to have to pay in taxes?” is one of the most common More
24 Feb 2025
0 Commentsa warm gift is better than a cold one
Some years ago, a client of mine and I were discussing her wishes for More
24 Jan 2025
0 Commentshow long to keep documents?
Question? Is there a rule of thumb on how long someone should keep their More
14 Nov 2024
0 Commentsthe best gift you can give
One important approach to estate planning is generational gifting, More
27 Aug 2024
0 Commentssigned estate plan- what next?
While I typically write about the importance of executing estate planning documents, More
2 Jun 2024
0 Commentssharing is caring
My clients often fall into two categories: those who want their children and loved More
27 Feb 2024
0 Commentsguardianship proceedings
A Guardianship Proceeding is a last resort mechanism for when someone is no longer More
2 Dec 2023
0 Commentsdebts & death: who’s responsible
One question I am often asked by clients is, “Am I responsible for my parents’ debts?” More
14 Sep 2023
0 Commentsfirst steps
Whatever the circumstances, the passing of a loved one creates a More
3 Jun 2023
0 Commentsplanning for solo seniors
While I am not a fan of labels, many use the terms “Solo Seniors” and “Solo More
14 Mar 2023
0 Commentsestate planning mistakes
It is a common misconception that only the “uber rich” need an estate plan, when in actuality, More
6 Dec 2022
0 Commentsrevocable or irrevocable?
Trusts are excellent vehicles for probate avoidance, management of assets, ease of More
11 Sep 2025
0 Commentstitle theft
Chances are you’ve been hearing about title theft from advertisements on television More