There are a number of essential things a last will and testament can do for you, such as distribute family heirlooms and name a guardian for minor children, but there are some equally important things a will won’t do: Diminish estate taxes – a will won’t help you...
Each day, new technology is introduced and adopted into our daily lives. For example, it is hard to imagine that the iPhone® was first introduced to us in 2007. Five years later, most of us have either adopted it or an android cellular phone into our daily...
People often wonder about the value of using irrevocable trusts in Medicaid planning. Certainly gifting of assets can be done outright, not involving an irrevocable trust. Outright gifts have the advantages of being simple to do with minimal costs involved, including...
Well, it’s official: Our adopted black kitties are members of the family without prejudice. You may remember my telling you when Karen and I brought them home. They are really cute and provide us a lot of entertainment and, of course, love. (Did you know it’s been...
If one were to believe for a second that pets are not important, they might consider the impact owners’ love for their furry friends have on the US economy: Over $35 BILLION spent on grooming, healthcare, shelter, food, etc. To put it in perspective: According to the...
Today we’re going to discuss a situation that happens all the time. It’s a situation that almost nobody thinks about, unless you’re an estate planning attorney, but it does occur often enough to talk about. Consider the following hypothetical: A woman, let’s call her...
As a Personal Estate Planning Lawyer, I see many of the same estate planning mistakes made time and again by people who either fail to plan properly or who use “do-it-yourself” estate planning websites or forms in an effort to save money. Without professional...
The sacrifices made by our wartime Veterans and their spouses can never be truly recompensed. The freedoms we enjoy because of our Veterans can never be assigned a value that would be a true representation of its worth. Our Country has not been the most progressive...
April 16th was National Healthcare Decisions Day. The point of this “holiday” is to encourage adults to share their private wishes about medical care and end-of-life decisions. Way too many adults harbor the mistaken belief that their loved ones would “just know”...
If you are getting married soon, CONGRATULATIONS! So many details… planning, family and friend invitations, caterers, details details details. But don’t forget some of the most enduring decisions you will make BEFORE you tie the knot! Protecting your new family with...