On May 2, I was presented the sad news that one of my assistant’s mother, a widow for many years, has passed away. B. is grief stricken, of course, but there are a few circumstances surrounding her mother’s death that are especially hard on her and her siblings. On...
There are a multitude of reasons to have a living trust. We can’t begin to cover them all, but we will touch on three reasons very briefly here. Reason #1: Protecting Property for Certain Beneficiaries When most of us think about estate planning, we think about...
With Rosh Hashana, dance classes and tryouts for “The Nutcracker” (not me; my daughter, Taylor!), and my daughter Hailey’s IEP, it was such a busy week! I didn’t want to let the opportunity go by, though, without getting some timely information to you about what is on...