Special needs trusts are trusts that hold assets for a disabled beneficiary and distribute funds in a way that preserves the beneficiary’s eligibility to receive public…
After you die, your estate is responsible for your debts. Creditors can make claims against your probate estate for what you owe. Assets such as life insurance…
The past year was an eventful one for my firm. Below are some of the few highlights have helped start 2017 on a positive note. Today marks my firm’s…
As the year draws to a close, I have a lot for which to be thankful: My greatest joy is my family, and I am thankful for…
A concerned daughter contacted me. Her mother’s Will was outdated, and needed to be updated. She has been wanting to make changes for years, but getting this…
I have written before that if you are part of a blended family, making an outright distribution to your spouse may result in your children from…
Is your elderly parent or grandparent involved in a new relationship with someone significantly younger? If so, beware. Thanksgiving may be a good time for you to…
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.