Pitfalls of Assigning an Immediate Power of Attorney
Mar 03, 2021
A tough lesson for this lady. I would further mention that clients often ask me if they should name ...
Read MoreRisky Business That Has Nothing To Do With Tom Cruise
Mar 02, 2021
When Assets Pass to your Spouse Without an Estate Plan I’m often asked what happens when you (a M...
Read MoreI’m So Broke I don’t Even Have an Estate to Plan!
Feb 05, 2021
Surely you know the importance of naming temporary and permanent guardians and giving them the legal...
Read MoreSupplemental Needs & Special Needs Trusts
Aug 07, 2020
Not infrequently, clients inquire about situations that present special needs planning scenarios. ...
Read MoreHow to Pass Intangible Wealth Through Estate Planning
Aug 07, 2020
In this brief article, I’ll discuss passing intangible assets through Estate Planning. In addit...
Read MoreImagine if everything you thought you knew was wrong
Jan 17, 2020
Imagine if you learned that everything you’d done with the intention of protecting your family cou...
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