22 Jun 2018
0 Comments7 reasons to review your will
While we may WANT to think that preparing a will is a one-time event, life happensMore
legal
10 Jun 2018
0 Commentsmusic moments
As a kid, I remember sleeping with my transistor radio tucked under my pillow. From there, More
9 Apr 2018
0 Commentswhen not to gift
One of the commonly misunderstood (or perhaps unknown) issues to be considered with regard to the gifting/transferringMore
19 Mar 2018
0 Commentsthe new tax law: what changes for you?
The new tax law made sweeping changes on many fronts. The big change, especially More
28 Jan 2018
0 Commentswhy you need a statutory gifts rider
While many people may have a general understanding that a durable power of attorney (POA) allows a personMore
10 Dec 2017
0 Comments7 ways to prevent financial elder abuse
It seems barely a week goes by that I don’t hear a story about theft of assets from seniors. While forensic accounting More
7 Nov 2017
0 Commentshow digital assets figure into estate planning
As digital assets, electronic communication and electronic information continue to grow, it has become more and more necessary for clients to addressMore
9 Oct 2017
0 Commentscan a person with cognitive impairment sign legal docs?
When someone begins to exhibit signs of Alzheimer’s or dementia – or perhaps even has a diagnosis of some type of cognitive impairment, they often More
18 Sep 2017
0 Comments7 best tips for organizing your estate now
Beyond preparing and updating the legal documents in estate planning, people often ask how else they can best organize their estate. Here are seven tips worth More
12 Mar 2017
0 Commentsa health care proxy
Richard, an 81 year-old widower, has had his Will and advanced directive documents (Power of Attorney, Health Care Proxy and Living Will) in order for some time. More
23 Jan 2017
8 Commentsunderstanding probate: and how to avoid it
Probate generically refers to the process of winding up one’s life affairs, and distributing property to loved ones. But as a legal matter, not all assets are distributed More
5 Dec 2016
0 Commentsis dad okay
Often, clients will inquire about obtaining a guardianship for a parent (or other family member) that they feel may need some oversight. This is usually prompted More
15 Oct 2016
0 Commentssecond marriages
The complexities attending second marriages often times require special attention, particularly if there are children from a prior marriage, More
18 Oct 2018
0 Commentsselecting your agents
When preparing your estate plan, you will have to make at least three significant decisions: whoMore