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?
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
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
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.
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
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
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
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
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?