A concerned relative contacted me. Her cousin had been married for eight years before her recent death. Her deceased cousin had a son from a prior marriage.
As an estate planning attorney, I’ve had the great privilege of working with many individuals who are nearing the end of their lives. Although elderly and sometimes…
A concerned daughter called me recently. She said she needed a Lady Bird Deed prepared by the end of the day. When I asked why she was…
A lot of people mistakenly assume that all jointly-held property automatically passes to a surviving spouse when one spouse dies. That is not necessarily the case. Jointly-held…
I always schedule a document review conference with my clients before they sign their Wills. It gives my clients the opportunity to ask questions they may have…
When someone receives a gift, the recipient of the gift is not responsible for reporting the value of any gifts as income. Rather, it is the gift-giver,…
My family is going on vacation the end of June. It’s a trip we’ve been planning for more than six months, and we’re looking…
If you are the parent of a high school senior, you’re probably feeling a whirlwind of emotion right now. Just thinking about the fact that I…