I often hear people say they don’t need an estate plan because all of their assets are held jointly with their spouse or with one or more of their children. Although this seems
Consider this: in your daily life you probably have more than a handful of professionals you call upon for certain situations you just can’t handle on your own. You probably don’t cut your
One thing that has stood out to me during my career is that guys are pathetic when it comes to living alone. Statistics show that a large percentage of men who lose their
Until recently we didn’t worry too much about inherited IRA’s because they have always been protected from creditors, predators and some marital claims. That recently changed when the Supreme Court decided Clark v.
Most of us make mistakes. They vary in importance and for the most part can be corrected before any real damage has been done. With estate planning we find that mistakes vary based
An important part of any thorough estate plan is the preparation of a Durable Power of Attorney. This document allows someone you designate to represent you and act on your behalf to deal
If you set up a Revocable Living Trust (What is a Living Trust?) for estate planning purposes, you probably did so with the belief that it would make administration of your estate easy,
We all remember the movie where grandpa has died and the entire family is gathered for a reading of the will at the attorney’s office. Usually there is a fireplace nearby and you
Finding the right attorney to assist you in designing an estate plan can be a daunting task. Some people believe that every attorney is capable of providing competent counsel and others shop for
