I stress to clients that a comprehensive estate plan should do more than focus on... [Read more...]
Plan Early to Protect Your IRA in Advance of a Possible Medicaid Application
Given the high cost of nursing home care, I often discuss with clients how to... [Read more...]
Should I Appoint a Family Member or Professional to Undertake the Responsibilities of Trustee?
At Clarity Legal Group, our clients often choose to incorporate one or more trusts into... [Read more...]
What Estate Plan Changes Do I Need to Make Following the Loss of My Spouse?
The loss of a spouse is one of the most emotional experiences you might go... [Read more...]
How implementing a Living Trust helps you get planning right.
Clients often ask me what estate planning documents they will need beyond a Last Will... [Read more...]
Understanding Your Life Insurance Options
I find that for many of my clients, life insurance sometimes plays an integral role... [Read more...]
Getting Estate Planning Right: Who Decides If I Am “Incapacitated?”
When people find out that I am estate planning attorney I sometimes get the reaction... [Read more...]
How to Protect your Loved Ones Needing Care: Questions to Ask When Choosing a Long-Term Care Facility
I imagine most people agree with me that the last place they want to find... [Read more...]
Getting it right when Disinheriting an Heir
Occasionally I work with an estate planning client who wants to disinherit an heir. They've... [Read more...]
Asserting Control and Exercising Care over Multigenerational Wealth
I wrote in my last post about using an asset protection trust to protect a... [Read more...]
Are You and Your Parents Safe from Financial Predators?
Many of my clients and the adult children of my clients spend a considerable amount... [Read more...]
The Whole Point of doing a Will is to Get it Right and Know you Got it Right
I fairly often meet with someone who has done or attempted to do a do... [Read more...]
