Estate PlanningSpecial Needs Planning & TrustsTo Trust Or Not To Trust: That Is The QuestionDecember 3, 2018People ask me about trusts in estate planning. They hear about a friend who used a trust or a financial advisor who said a trust…Read More
Estate PlanningLearn About Powers Of Attorney And How To Avoid Sibling Disputes Regarding Powers Of AttorneyNovember 28, 2018What is a Power of Attorney (POA)? A power of attorney (POA), allows one person, the agent, to make decisions for another, the principal. “Durable”…Read More
Estate PlanningHoney, Should We Transfer The House?October 3, 2018Many older adults, without legal advice, choose to transfer their home to their children. For many, this is giving away ownership rights to one of,…Read More
Estate PlanningWhat Happens If You Die Without A Will?August 21, 2018Contrary to popular belief, if you die without a will, your assets do not go to the state. However the state will make a will…Read More
Estate PlanningSpecial Needs Planning & TrustsHow To Remain In Control By Giving Up ControlAugust 7, 2018Often people call my office and ask: “What do you charge for a FILL IN THE BLANK DOCUMENT.” I will respond (while trying not to…Read More