Why Liquidity Is Important Within Your Estate Plan

When my clients come in to discuss estate planning, they often focus entirely on packing their portfolio with valuable assets. One thing … [Read more...] about Why Liquidity Is Important Within Your Estate Plan

How Do I Discuss Estate Planning with My Aging Parents?

Some of my clients are adult children of aging parents who are struggling to accept the fact that their parents are experiencing the mental … [Read more...] about How Do I Discuss Estate Planning with My Aging Parents?

As part of the estate planning process, I encourage clients to create written lists of all assets they own. In today’s electronic world, I … [Read more...] about Digital Estate Planning Checklist

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'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

Sometimes our new clients at Clarity Legal Group show up with a clear idea of all the people they want to serve as responsible parties in … [Read more...] about How Do I Trust Thee…Part I

We often recommend a trust as part of a comprehensive Estate Plan. We cannot say often enough that whether your plan includes a trust or … [Read more...] about How Do I Title Thee…Part II

I have a significant number of people ask me why they would need an estate plan as a single adult. This is because there is a common … [Read more...] about Estate Planning is part of a Life Well Lived, Regardless of Marital Status.

We often consider Estate Planning documents such as a Will, Trust, Property Power of Attorney, and health care documents to be the building … [Read more...] about How Do I Title Thee…Part 1