Almost all of my clients incorporate a revocable living trust as one part of their estate planning. I am often asked questions which have a … [Read more...] about The Unique Benefits of Establishing an Irrevocable Trust
Estate Planning Always Starts with a Question. Make Sure it’s the Right One.
Everyone needs a Last Will and Testament. But what kind of Will do you need? A good one. How do you know when you have a good one? When … [Read more...] about Estate Planning Always Starts with a Question. Make Sure it’s the Right One.
How Can I Keep My Estate Plan Private?
I find that some of my clients feel it is important to share the details of their estate plan with loved ones; however, others prefer to … [Read more...] about How Can I Keep My Estate Plan Private?
Seven Steps to Prepare for your Own Long-Term Care
I start any discussion of estate planning by emphasizing that it is just as much about planning for the possibility of your incapacity as it … [Read more...] about Seven Steps to Prepare for your Own Long-Term Care
How to Protect your Beneficiaries from Bad Choices and Bad Luck
Many of my clients want to use a trust to manage and distribute their estate assets; however, they also want to make sure those assets are … [Read more...] about How to Protect your Beneficiaries from Bad Choices and Bad Luck
Keeping Things Right in Your Estate Plan: How Life Changes may Prompt Plan Changes
Estate Planning begins with defining your goals, understanding the steps necessary to establish a plan fulfilling those goals, and then … [Read more...] about Keeping Things Right in Your Estate Plan: How Life Changes may Prompt Plan Changes
Getting it Right for your Unmarried Partner: Key Estate Planning Strategies.
I often consult with unmarried couples who are deeply committed to each other yet have made the decision not to marry now – or perhaps never … [Read more...] about Getting it Right for your Unmarried Partner: Key Estate Planning Strategies.
Getting Things Right with Long-Term Care Insurance.
When I discuss estate planning with clients I try and explain the importance of planning for the cost of long-term care within their estate … [Read more...] about Getting Things Right with Long-Term Care Insurance.
Important Estate Plan Updates for a Surviving Spouse
For my clients, the loss of a spouse is one of the most emotional experiences they will ever go through. The last thing they usually want to … [Read more...] about Important Estate Plan Updates for a Surviving Spouse
