Don’t Forget to Fund Your Revocable Trust
Revocable trusts are a very popular and useful estate planning tool. But the trust will be ineffective if you do […]
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Wills and Trust
8 Tips for Having ‘The Talk’ with Elderly Parents
Unless you’re certain your parents have an up-to-date will and a wider plan for what should happen in the event
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It’s August, So It Must Be Make-a-Will Month!
So August is National Make-a-Will Month. Who knew? Getting a will isn’t the most pleasant of tasks, and consequently, too
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Take These Three Steps When Your Child Turns 18
Up until your child reaches 18, you are absolutely entitled to access your child’s medical records and to make decisions
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Preventing a Will Contest
Emotions can run high at the death of a family member. If a family member is unhappy with the amount
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7 Questions to Ask Yourself Before Gifting Grandchildren
If you have grandchildren – or are getting ready to welcome one– you know the special joy they bring. After
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The Wealth Creation Trust: A Gift that Keeps on Giving!
The perfect gift for your child or grandchild on the occasion of their birth, Bar or Bat Mitzvah, Sweet 16
The Wealth Creation Trust: A Gift that Keeps on Giving! Read Post »
How to Protect Life Insurance Proceeds from Taxation
If you have been responsible enough to purchase a life insurance policy as added protection for your loved ones, then
How to Protect Life Insurance Proceeds from Taxation Read Post »
Powers of Attorney, Healthcare Surrogates, & Living Wills – OH MY!
Every estate planning client that comes into my office tells me they need a will or a trust. They are
Powers of Attorney, Healthcare Surrogates, & Living Wills – OH MY! Read Post »