When you lose a spouse or a long-time partner, it is difficult to work through your grief to make decisions about your finances and your estate plan. However, these decisions should be made as soon as possible. In truth, estate…
Discussing your mortality openly and honestly with family can be sobering, but sensible. No one enjoys thinking of death, and yet with forethought, you can ensure that your estate plan and your healthcare arrangements best reflect your wishes. It is…
Lost money, time, and relationships – family disputes about end-of-life care for a parent and inheritance can lead to serious legal repercussions. You can take steps moving beyond the possibility this might happen and create (or amend) your estate plan…
Here’s an interesting question posed by a client: When my brother died, he left money in a revocable trust for my children. They could only get that money, though, if they spent it on a trip to Tanzania to visit…
While a variety of family circumstances can increase the risk of probate litigation, there are two fundamental reasons: families disagree with how to handle a mentally incapacitated family member or, after death, disagreements regarding the dissolution of the estate. High-risk…
About 50% of Americans do not currently have a will. While a will is a necessary document that every person who owns assets should have, it is still a relatively simple document that may not cover everything you want it…
One of the most crucial components of an estate plan is a durable power of attorney. It allows someone who you appoint (your agent) to make decisions on your behalf in the event you become incapacitated. If you have not…