Blog

When you’ve worked long and hard for your assets, the last thing you want is your money being spent on taxes and other unnecessary administrative expenses. To avoid such a fiasco, remember the following tips:

Verify your Beneficiary designations: If you fail to complete your beneficiary...

Hi Everyone,

Happy Wednesday! This week we're discussing Aretha Franklin's continuing estate saga. It was believed that the Queen of Soul had no will. However, in May 2019, Sabrina Gaett Owens, the artist's niece and the estate's Personal Representative, found three different handwritten...

Hi Everyone,

Happy Wednesday! I love the opportunity to inform you about interesting legal trends. Reproductive rights is an issue that our courts continuously struggle with, but this story has to do with posthumous reproduction. Yes, you read that right. In February 2019, Peter Zhu, a West Point...

Hi Everyone, Happy Wednesday! This is an incredibly busy time of year between graduations, and field days, and all of the other end-of-school activities. So I'm here to keep you on task a little bit. This week we're talking about your Medical Proxy.

In a previous...

Happy Wednesday! This week we are discussing things that can slip through the cracks.

We administer many probates each year where clients end up dealing with the courts despite the fact that they established a trust. A Revocable Living Trust is an excellent...

Hi Everyone,

Happy Wednesday! This week we are talking about alternative living arrangements. :)

A big concern for many of my clients is the rising cost of assisted living facilities. According to the 2018 Genworth Financial Cost of Care...

Hi Everyone,

Happy Wednesday! This week we're talking about expecting the unexpected. I've written many times about the importance of having a Last Will and Testament. This becomes even more important when you have blended family situations, e.g. second marriages, step-children, etc.

A case...

Hi Everyone,

Happy Wednesday. Aretha Franklin passed away last Thursday at age of 76 after a long battle with pancreatic cancer. She was an American music icon and it is estimated that her estate is worth approximately $80 Million. She was unmarried, leaves...

Hi Everyone,

Happy Wednesday!!! This week we are talking about incapacity planning. Two key documents that make up a comprehensive estate plan are your Power of Attorney and your Medical Proxy.

Medical Proxy: A medical proxy allows someone...

Hi Everyone,

Happy Wednesday! One piece of advice that I typically tell people when we are talking about their trust funding is that, “funding is a marathon, not a sprint.” It’s important to systematically go through your assets and beneficiary designations and ensure that they are all...