I sometimes have clients who are faced with difficult decisions related to the realities that come with aging. One of the most important of … [Read more...] about Choosing a Caregiver – Is Family Always the Best Option?
How Do I Trust Thee…Part III
If a client’s Estate Plan involves a revocable trust, then the client needs to decide who will serve as trustee after the client … [Read more...] about How Do I Trust Thee…Part III
How Do I Trust Thee…Part II
When clients undertake Estate Planning, they face the difficult decision of naming one or more individuals to serve in various fiduciary … [Read more...] about How Do I Trust Thee…Part II
You will always want professional help when it comes to filing Estate Tax returns.
I frequently begin a consultation estate taxes with the phrase "I've got great news". That's because only the wealthiest fraction of one … [Read more...] about You will always want professional help when it comes to filing Estate Tax returns.
How to Avoid Common Estate Planning Mistakes
I tell my clients that there are several elements which are vital to a successful estate plan that rest outside of the legal documents … [Read more...] about How to Avoid Common Estate Planning Mistakes
Grandparents and Gifting: Using a Living Trust
I've heard it said that being a grandparent can be an exceptional gig. If you are fortunate enough to be a grandparent, you understand the … [Read more...] about Grandparents and Gifting: Using a Living Trust
What to Do after an Alzheimer’s Diagnosis
An Alzheimer’s diagnosis can be very emotional. It can hit you like a locomotive and may take some time to accept. At Clarity Legal Group … [Read more...] about What to Do after an Alzheimer’s Diagnosis
Using Entities in Estate Planning
Our clients at Clarity Legal Group sometimes ask us about the issue of legal entities such as partnerships, corporations or limited … [Read more...] about Using Entities in Estate Planning
Can I Be Liable for Mistakes I Make as a Trustee?
In my last post I discussed the fact that you are not obliged to serve as a Trustee just because you are appointed. One of the reasons you … [Read more...] about Can I Be Liable for Mistakes I Make as a Trustee?
