Resources

Reset Form

The Top 10 Reasons Why You Need An Estate Plan

A recent survey found that approximately two-thirds of Americans don’t have a wills, and even fewer have power of attorneys or health care directives. Are you…

What Will Happen To Your Facebook Account When You Die?

A friend from college died suddenly a couple of years ago. She was a healthy person, but contracted the flu and died from complications from it.

What is the Tax Consequence of Selling Property I Inherit or Receive As A Gift?

Several weeks ago, I received a phone call from a client whose elderly mother owned several pieces of real estate in an exclusive part of town. She had…

How Can I Protect an Inherited IRA from Creditors?

If you’re like most Americans, one of your largest assets is your Individual Retirement Account (“IRA”). Your IRA is considered a “retirement fund” and the money it…

What Is An Estate?

Many years ago, a neighbor’s teenaged daughter asked me what type of law I practiced. When I told her I focused on estate planning,…

Will My End-of-Life Wishes Be Honored if I am Pregnant?

Erick Munoz’s nightmare began on November 26 when he found his wife, who was 14 weeks pregnant, lying unconscious on their kitchen. Although she was rushed to…

How Do I Manage Someone Else’s Money?

If you are serving as a financial caregiver, you likely have a lot of questions about your responsibilities. The Consumer Financial Protection Bureau recently…

Does My College Student Need Estate Planning?

A couple of years ago, I wrote blog post titled “Three Estate Planning Documents Every College Student Needs.” The post was prompted by…