Articles

How Do You Want to be Remembered?

How Do You Want to be Remembered?

Most of us go through life, shaping our own story. We have different experiences and chapters in life. If we... Read More

The Broken Healthcare System

The Broken Healthcare System

The Plight of Nursing Homes A few weeks ago an article about a financial crisis in the Nursing home Industry... Read More

Don’t Let Medicaid Steal Your Independence

Don’t Let Medicaid Steal Your Independence

Effective Estate Planning requires education and contemplation and expert implementation by skilled attorneys. Most of our clients come to use... Read More

Wills or Trusts? Which do you need?

Wills or Trusts? Which do you need?

A common question Estate Planning clients ask is ‘Do I need a Will or a Trust?’ Wills and Trusts are... Read More

Should you Avoid Probate?

Should you Avoid Probate?

A question often asked by Estate Planning clients is whether they should avoid probate. Probate is the process of administering... Read More

Memorial Day and the Old .45

Memorial Day and the Old .45

While Memorial Day is a great opportunity to get together for family fun, the true meaning of Memorial Day is... Read More

Can I lose my house to the Nursing Home?

Can I lose my house to the Nursing...

The nursing home often gets blamed when people lose assets due to long term care expenses. It is unfortunate that... Read More

What is Medicaid Spend Down?

What is Medicaid Spend Down?

Medicaid spend down is the process by which a nursing home client is forced to spend down their assets, until... Read More

Revocable Trust or Irrevocable Trust?

Revocable Trust or Irrevocable Trust?

Many people think trusts are only for rich people, but that is certainly not the case. A trust is a... Read More

The Three Things Everyone Wants

The Three Things Everyone Wants

If you’ve been reading my articles, you know that estate planning can be complicated. The documents we use are lengthy. ... Read More

Secure Act Regulations and the Impact on Middle-Class Families

Secure Act Regulations and the Impact on Middle-Class...

There are many things that you're probably not aware of, which you probably should be aware of. There are families... Read More

Progress Comes From Planning

Progress Comes From Planning

Like many businesses, the Sechler Law Firm was blindsided by the pandemic and shutdowns over the past 2 years. For... Read More

Dispelling Elder Law Myths

Dispelling Elder Law Myths

I am aware of a few common misconceptions or myths that people have regarding elder law. I can hopefully clarify... Read More

Why Didn’t the Nursing Home Tell Us?

Why Didn’t the Nursing Home Tell Us?

Whether you are a senior or the adult children of a senior family member, this article is for you. A... Read More

What are Asset Protection Trusts?

What are Asset Protection Trusts?

A Simple Will is not Enough My law firm meets dozens of families every month, and after 10 years of... Read More

What the heck is a NFT? How to plan for Digital Assets.

What the heck is a NFT? How to...

In Richmond, Virginia recently, a statue of Robert E Lee, was removed. In the base of the statue, two time... Read More

Where Are You Going To Live & How Are You Going To Pay?

Where Are You Going To Live & How...

Here we are, a few days before Christmas - a season of festivities and family get-togethers, with family traveling to... Read More

Your New Year’s Resolution

Your New Year’s Resolution

Still looking for a New Year’s Resolution? Want one that is extremely beneficial and easy to attain? Why not make... Read More

Why Didn’t Anyone Tell Us?

Why Didn’t Anyone Tell Us?

Recently, a lady came to our office to discuss her family’s situation. Her husband, a dementia patient, had been in... Read More

Will Lawyers: Everything You Need to Know About Estate Planning When You’re Ill

Will Lawyers: Everything You Need to Know About...

A serious health diagnosis can force some tasks – especially ones you’ve been putting off – to move to the... Read More

Estate Lawyer: What Happens to Your Assets if Your Spouse Needs Long-Term Care?

Estate Lawyer: What Happens to Your Assets if...

Do you know what could happen to your assets if your spouse needs long-term care? There are a lot of... Read More

Elder Lawyers: What Assets Can Medicaid Collect After Death?

Elder Lawyers: What Assets Can Medicaid Collect After...

Medicaid is one of the best programs provided by the government for senior citizens, who need help paying for long-term... Read More

Estate Planning Lawyers: “Don’t forget about the SECURE Act!”

Estate Planning Lawyers: “Don’t forget about the SECURE...

As we near the end of 2020, with hopes of a better 2021, estate planning lawyers are encouraging their clients... Read More

Can I Get Tax Deductions from Assisted Living Expenses?

Can I Get Tax Deductions from Assisted Living...

Seniors and their families are left at a disadvantage as the costs of assisted living facilities continue to rise. While... Read More

Protect Your Savings After Nursing Home Admission

Protect Your Savings After Nursing Home Admission

There’s a common misconception that once you enter a nursing home you have to lose your home and savings. People... Read More

Estate Planning Lawyers: Everything You Need to Know About Estate Planning Costs

Estate Planning Lawyers: Everything You Need to Know...

Let’s be honest: a major obstacle to proper estate planning for many people is the cost. Sometimes it’s hard to... Read More

How Important is “Financial Security” When Choosing a Guardian for Your Children?

How Important is “Financial Security” When Choosing a...

One of the most difficult decisions that parents of minor children have to make when creating their estate plans is... Read More

Elder Law Attorneys: How to Avoid a 50% Tax Penalty in December

Elder Law Attorneys: How to Avoid a 50%...

The end of the year is approaching, which means many seniors are considering how their holidays are going to look... Read More

What to Know When Revoking a Will That No Longer Meets Your Needs

What to Know When Revoking a Will That...

There are many reasons why clients may choose to revoke a will. Things change; you may experience a change in... Read More

Important Strategies for Dementia Patients

Important Strategies for Dementia Patients

Our elder lawyers are here to help you through any number of difficult situations that may arise when caring for... Read More

What Does an Executor Do?

What Does an Executor Do?

An Executor of an estate is simply the person who is designated to carry out the wishes set forth in... Read More

Estate Planning Lawyer: Tips When Choosing a Guardian for your Children

Estate Planning Lawyer: Tips When Choosing a Guardian...

Helping parents to choose a guardian who can raise their children in the event of an untimely death is one... Read More

Elder Lawyer: How to Spot the Early Signs of Dementia During Lockdown

Elder Lawyer: How to Spot the Early Signs...

We’re all facing new challenges in lockdown, and one of them is how to help our senior loved ones. We... Read More

“What’s the worst that can happen?” | Will Lawyer

“What’s the worst that can happen?” | Will...

“What’s the worst thing that can happen if I get sick or pass away without an estate plan in place?” ... Read More

Estate Planning Tips for Single Parents | Will and Estate Lawyers

Estate Planning Tips for Single Parents | Will...

As a single parent, it is critically important to have a comprehensive estate plan that protects your child(ren). Obviously, being... Read More

Estate Planning During a Crisis

Estate Planning During a Crisis

If you're worried about the possibility that you or a loved one could become ill or worse due to the... Read More

Probate Attorneys: How to Claim Death Benefits After the Loss of a Loved One

Probate Attorneys: How to Claim Death Benefits After...

Dealing with outstanding financial affairs after the loss of a loved one can be extremely difficult. Our probate attorneys often... Read More

What You Need to Know About Mental Health and Healthcare Directives | Estate Lawyer

What You Need to Know About Mental Health...

A comprehensive healthcare directive, which is an essential part of your estate plan, includes: A Living Will; Healthcare Agent Designation;... Read More

Three Options for When You Inherit Your Parent’s House | Estate Planning Attorney

Three Options for When You Inherit Your Parent’s...

Typically, adult children have three options when they inherit a house from their parents: they can move in, sell, or... Read More

Millennials: Don’t Overlook the Need for Early Estate Planning! | Will Lawyer

Millennials: Don’t Overlook the Need for Early Estate...

Are you in your twenties or thirties? You’ve probably heard about the importance of Wills and Trusts by now, but... Read More

Safe Places to Store Your Original Estate Planning Documents | Will and Trust Lawyer

Safe Places to Store Your Original Estate Planning...

Have you recently completed your estate plan with a local will and trust lawyer? Congratulations! The hardest part is done.... Read More

Considerations When Choosing a Legal Guardian Who Could Raise Your Kids

Considerations When Choosing a Legal Guardian Who Could...

Do you have minor children? If so, have you considered choosing a legal guardian who you would want to raise... Read More

Estate Planning and COVID-19: Planning Ahead for a Long-Term Crisis

Estate Planning and COVID-19: Planning Ahead for a...

If you're concerned that you or a loved one could become seriously ill or even worse due to the novel... Read More

Enforcing Social Distancing for Elderly Relatives

Enforcing Social Distancing for Elderly Relatives

With nearly every region in the country living under some type of "stay at home" or "shelter in place" order... Read More

Estate Attorney: When Should I Sign a Do Not Resuscitate Order or “DNR”?

Estate Attorney: When Should I Sign a Do...

As an estate attorney, I am often asked, “When should I sign my Do Not Resuscitate order?”. This is just... Read More

Using Mediation to Resolve Caregiver Conflicts

Using Mediation to Resolve Caregiver Conflicts

There sometimes comes a point when your elderly loved one needs assistance with day to day living. These caregiving duties... Read More

Passing On Intellectual Property: Patents, Copyrights and Beyond

Passing On Intellectual Property: Patents, Copyrights and Beyond

Did you know you could leave ideas to your chosen heirs? Intellectual property, that is not of material reality yet... Read More

How to Get Started with Special Needs Planning

How to Get Started with Special Needs Planning

Being a good parent can feel overwhelming, especially if one of your children has special needs that require help with... Read More

Five Estate Planning Essentials to Consider During the COVID-19 Pandemic

Five Estate Planning Essentials to Consider During the...

The cases of COVID-19 in America keep growing exponentially, and it has many of us panicked and even planning for... Read More

If Not Now, When?

If Not Now, When?

Over the last two months, many of us have gone through different levels of fear, anxiety and frustration. We’ve have... Read More

Probate Lawyer: Tips for Talking to Loved Ones About Estate Planning

Probate Lawyer: Tips for Talking to Loved Ones...

Two of the most uncomfortable topics for almost any family to discuss are money and death. As a result, conversations... Read More

Trust Attorneys Answer: “Should You Leave a Life Insurance Policy Outright to a Spouse?”

Trust Attorneys Answer: “Should You Leave a Life...

Naming a legal beneficiary is necessary for life insurance, annuities, qualified retirement plans, individual retirement accounts, and some bank accounts.... Read More

Will and Trust Lawyer: 5 Essentials of Estate Planning

Will and Trust Lawyer: 5 Essentials of Estate...

Estate planning isn't just for older people, couples with children, or individuals with a lot of financial wealth. Single people,... Read More

Will Lawyer: How a Pour-Over Will Works with a Living Trust

Will Lawyer: How a Pour-Over Will Works with...

While most people have heard of a basic Last Will and Testament, they may not know what a Pour-Over Will... Read More

Elder Law Attorneys: What to Know Before Transferring Ownership of Your Home

Elder Law Attorneys: What to Know Before Transferring...

Most older adults believe that it’s easier for everyone involved – loved ones, beneficiaries, and executors – if they transfer... Read More

Probate Attorney Answers, “Are You Liable for Your Deceased Spouse’s Debts?”

Probate Attorney Answers, “Are You Liable for Your...

As a rule of thumb, no one else is obligated to pay the debt of a person who has died.... Read More

Estate Attorney: What to Do When a Trustee is Untrustworthy

Estate Attorney: What to Do When a Trustee...

A trustee is legally required to administer a trust solely in the interests of the beneficiaries. So, what can you... Read More

Will Lawyer Answers, “What Happens If a Beneficiary Dies Before I Do?”

Will Lawyer Answers, “What Happens If a Beneficiary...

When creating an estate plan with the help of a will lawyer, you’ll be asked to choose the beneficiaries whom... Read More

Probate Attorney: What to Know When Serving as an Executor After Your Spouse Dies

Probate Attorney: What to Know When Serving as...

Dealing with the loss of a spouse is one of the most difficult situations a person can face. The grief... Read More

What the New SECURE Act Means for Your Retirement Accounts

What the New SECURE Act Means for Your...

On December 20, 2019, President Trump signed into law the SECURE Act (Setting Every Community Up for Retirement Enhancement), which was included in a last-minute... Read More

Elder Law Attorney on When to Consider Home Health Care for an Elderly Loved One

Elder Law Attorney on When to Consider Home...

If you're in a position where it's time to make some decisions about caring for an aging parent or... Read More

Four Strategies for Avoiding Probate

Four Strategies for Avoiding Probate

At some point in your life, you may have heard about someone's estate being tied up in probate. It may... Read More

The First Steps Towards Enjoying Your Golden Years | Estate Planning Attorneys

The First Steps Towards Enjoying Your Golden Years...

When most of us think about retirement, we have visions of days spent relaxing, doing some traveling, getting around to... Read More

Estate Planning Attorney Warns, “Beware of DIY and Online Estate Planning Options!”

Estate Planning Attorney Warns, “Beware of DIY and...

With today's technology, access to information is literally in the palm of our hands. From your cell phone, you can... Read More

Estate Planning Lawyer: What Happens If an Unmarried Partner Becomes Disabled or Incapacitated but Doesn’t Die?

Estate Planning Lawyer: What Happens If an Unmarried...

Planning for the death of an unmarried partner is critical, but so is planning for the possibility that one partner... Read More

Estate Attorney: Here’s What REALLY Happens If You Don’t Have an Estate Plan in Place

Estate Attorney: Here’s What REALLY Happens If You...

What really happens if you don’t create a will, trust, or other estate planning documents and essentially keep your head in the... Read More

Parents of Kids with Disabilities Discover the Importance of Special Needs Planning

Parents of Kids with Disabilities Discover the Importance...

Estate planning is incredibly important for all parents, as it allows them the opportunity to make very difficult choices. It... Read More

Will and Trust Lawyer: Avoid These 3 Common Trust Mistakes!

Will and Trust Lawyer: Avoid These 3 Common...

If you’ve set up a Revocable Living Trust, congratulations! As a Certified Elder Law Attorney* will and trust lawyer, I... Read More

Easy Estate Planning Strategies That Can Make Life Easier for Your Family in a Tragedy Situation

Easy Estate Planning Strategies That Can Make Life...

The national news has been filled with tragedy lately, including acts of senseless violence committed against random strangers. Families and... Read More

Estate Planning Lawyer: How to Leave Money or Property to Minor Children

Estate Planning Lawyer: How to Leave Money or...

Estate planning for a married couple is often pretty straightforward: you leave all of your property and money to your... Read More

DNA Tests, Ancestry Accounts, and Planning for Unexpected Relatives in Your Estate Plan

DNA Tests, Ancestry Accounts, and Planning for Unexpected...

Modern technology has put research tools once only available to professionals in the hands of everyday people. With nothing more... Read More

Helping Seniors Use Rideshare Services When They Are Unable to Drive

Helping Seniors Use Rideshare Services When They Are...

As seniors start experiencing the changes associated with aging, one of their most common fears is losing their independence. Pittsburgh... Read More

Estate Administration Lawyer: Understanding the Basics of Probate

Estate Administration Lawyer: Understanding the Basics of Probate

The thought of going through the probate process here in Butler County can strike fear in the hearts of most... Read More

Wills and Estates Lawyer Discusses 3 Easy Ways to Protect Your Kids in an Emergency

Wills and Estates Lawyer Discusses 3 Easy Ways...

If something were to happen to you and your spouse, what would happen if the authorities or medical personnel did... Read More

Trust Lawyer: How to Protect an Inheritance for a Loved One Battling Bipolar Disorder

Trust Lawyer: How to Protect an Inheritance for...

Our trust lawyers are often asked by parents if it is possible to protect an inheritance for an adult child... Read More

Will and Trust Lawyer Offers Estate Planning Tips for Blended Families

Will and Trust Lawyer Offers Estate Planning Tips...

Modern American families come in all shapes, sizes, colors, and configurations. This creates unique circumstances when creating wills and... Read More

Before You Hire an Elder Law Attorney…Ask These 10 Questions First!

Before You Hire an Elder Law Attorney…Ask These...

You could never fit the dreams, goals, and desires of your family into a one-size-fits-all box. Nor can you fully... Read More

Will and Trust Lawyer on How to “Marie Kondo” Your Financial Life and Streamline Your Estate Planning Process

Will and Trust Lawyer on How to “Marie...

If you’re not familiar with Marie Kondo, take some time this week to watch one of her videos on YouTube... Read More

How Long Does It Take to Settle an Estate?

How Long Does It Take to Settle an...

One of the most common questions asked when it comes to settling an estate in Pittsburgh is, “How long is... Read More

Estate Planning Attorney: How to Use a 529 Plan to Save for Education Expenses While Benefiting Your Estate

Estate Planning Attorney: How to Use a 529...

If you’ve heard of a 529 Plan, you probably think of it as a means of education funding for your... Read More

Probate Lawyer Answers,“I’ve Lost a Loved One . . . Now What?”

Probate Lawyer Answers,“I’ve Lost a Loved One ....

Losing a loved one is emotionally wrenching. And, unfortunately, being responsible for managing your loved one’s estate and final affairs... Read More

Will and Trust Attorney: How to Talk to Your Adult Children About the Inheritance You Plan on Leaving Them

Will and Trust Attorney: How to Talk to...

As people get into their senior years, it is natural to start thinking about the end of life. Those... Read More

Local Elder Law Attorney: Tips When Caring for an Out-of-State Elderly Parent

Local Elder Law Attorney: Tips When Caring for...

One of the hardest things an adult child must handle is the responsibility of overseeing their elderly parent’s care. Elder... Read More

Local Estate Planning Attorney: Can I Use a Revocable Living Trust for Asset Protection?

Local Estate Planning Attorney: Can I Use a...

Trusts are excellent legal tools that can be used to accomplish most estate planning and asset protection planning goals.... Read More

How to Safely Leave an Inheritance to an Adult Child with Substance Abuse Problems

How to Safely Leave an Inheritance to an...

Just about everyone knows or loves someone with a substance abuse problem. The detrimental effects impact many facets of American... Read More

Local Will and Trust Attorney: How to Prepare for an Unexpected Disability

Local Will and Trust Attorney: How to Prepare...

As a will and trust attorney, I often see the results of what happens when someone does not plan... Read More

Opportunity with IRA and Charitable Donations

Opportunity with IRA and Charitable Donations

The new tax laws, which were implemented last year, will change the way many Americans file their taxes. A tax... Read More

Avoid This Social Security Mistake

Avoid This Social Security Mistake

Bob and Jane recently came to the office to do some estate planning. In reviewing their intake form, I noted... Read More

Should I Put Beneficiaries On My Accounts?

Should I Put Beneficiaries On My Accounts?

It is common practice at many banks and financial institutions to advise account holders to name beneficiaries on their accounts.... Read More

Another Celebrity Passes Away Without a Will

Another Celebrity Passes Away Without a Will

Recently, fans of Aretha Franklin had to cope with the news of her pending and eventual death. The loss of... Read More

Nursing Home Costs Increase Again, and Again, and Again…

Nursing Home Costs Increase Again, and Again, and...

Each January, Pennsylvania’s Department of Human Services updates several financial figures regarding long-term care costs. One of these figures is... Read More

If You Get Sick, Your Last Will May Not Matter

If You Get Sick, Your Last Will May...

The Last Will and Testament is an important document that should be included in every estate plan. However, it has... Read More

Nursing Home Costs Increase Again, and Again, and Again…

Nursing Home Costs Increase Again, and Again, and...

Each January, Pennsylvania’s Department of Human Services updates several financial figures regarding long-term care costs. One of these figures is... Read More

Not So Sure About Your Son-In-Law?

Not So Sure About Your Son-In-Law?

If that headline resonates with you, you’re probably not the only one. I find that many of my clients have... Read More

Actions Speak Louder than Words: When Will Oral Estate Agreements Be Enforced?

Actions Speak Louder than Words: When Will Oral...

As a Certified Elder Law Attorney, I advise that it’s always best for a person to write down one’s intentions... Read More

Probate Lawyer: How to Remove an Executor from an Estate

Probate Lawyer: How to Remove an Executor from...

An executor is chosen by a testator to carry out the intentions of the will after the testator has died. It’s... Read More

Living Will Attorney Helps Clients Plan for an Unexpected Disability

Living Will Attorney Helps Clients Plan for an...

Living will attorneys know full well the ramifications of not planning ahead for an unexpected disability. Even those clients who understand... Read More

Reasons to Consider a Professional Administrator for Your Child’s Special Needs Trust

Reasons to Consider a Professional Administrator for Your...

I’ve written many times about the importance of selecting the right person to serve as trustee for a Special Needs Trust.... Read More

Four Legal Documents That Will Allow You to Retire Confidently

Four Legal Documents That Will Allow You to...

When I work with retirees or clients who will retire soon, I like to ask them what they think could... Read More

When a Mom Needs Care

When a Mom Needs Care

“I didn’t know how stressful this would be.” This is a comment from a client of my firm who recently... Read More

Understanding The Process to Obtain an Adult Guardianship

Understanding The Process to Obtain an Adult Guardianship

Even with the best intentions, most senior citizens don’t plan for a future in which they may be incapacitated. Perhaps... Read More

Guardianship Lawyer: Pros and Cons of Guardianships for Young Adults with Special Needs

Guardianship Lawyer: Pros and Cons of Guardianships for...

When a child with special needs turns 18, parents must begin to think about sensitive issues such as long-term care... Read More

Your Estate Plan May Need to Change If You Move to A New State

Your Estate Plan May Need to Change If...

Attorneys have the important job of helping their clients create a legacy that is compliant with a number of different... Read More

Will and Trust Lawyer: Sell the House, or Keep It for the Kids?

Will and Trust Lawyer: Sell the House, or...

Like many Americans, your home is probably your largest asset. However, if you have children who have grown and moved... Read More

Learn Why the New Federal Estate Tax Exemption Doesn’t Give You an Estate Planning “Pass”

Learn Why the New Federal Estate Tax Exemption...

Unless you were living under a rock, you most likely heard about the tax reform bill that was passed by... Read More

Probate Attorney Reveals 8 Important Steps to Take After the Death of a Loved One

Probate Attorney Reveals 8 Important Steps to Take...

As an Elder Law & Estate Planning Attorney, I’m commonly asked, “What are the most important steps I need to... Read More

Can Someone with Signs of Dementia Sign Legal Documents?

Can Someone with Signs of Dementia Sign Legal...

Millions of individuals are affected by dementia in their lifetime. Unfortunately, it is usually after a medical crisis like dementia... Read More

How to Ensure Your Estate Plan Doesn’t Spark a Family Feud

How to Ensure Your Estate Plan Doesn’t Spark...

Unfortunately, family feuds that center around someone’s will or trust are a tale as old as time. Even if this... Read More

Keep Your Promises

Keep Your Promises

We all make promises. Some are small--“I’ll be home for dinner”; some are bigger-- “Till death do us part.” Some... Read More

How to Leave Assets to Your Step-Children

How to Leave Assets to Your Step-Children

Blended families are becoming more and more common in modern society, yet, estate laws remain largely unchanged and still geared... Read More

The Dangers of Denial – Why You Need to Plan for Long-Term Care for Your Parents

The Dangers of Denial – Why You Need...

Longer lives are among the greatest achievements of our modern era. Advances in healthcare and other progress related to human... Read More

Will Nursing Home Medicaid Take My Husband’s Income?

Will Nursing Home Medicaid Take My Husband’s Income?

When a family has one spouse in the nursing home, the healthy spouse almost always asks, “Are they going to... Read More

Your New Year’s Resolution: Financial Confidence

Your New Year’s Resolution: Financial Confidence

You’ve worked hard. You’ve saved when others spent and have accumulated some financial assets. You feel relatively secure that a... Read More

The Questions All Families Must Answer

The Questions All Families Must Answer

When families first consider doing an estate plan, they think primarily about the need for a Last Will and Testament... Read More

I Saw This Mistake Three Times In One Week

I Saw This Mistake Three Times In One...

Frequently in my Elder Law practice, an adult child of an ill parent will approach me for help. It is... Read More

The Medicaid 5-Year Look Back Period Explained

The Medicaid 5-Year Look Back Period Explained

There is nothing in Medicaid Law that causes more confusion than the 5-Year Look Back Period. Many people mistakenly believe... Read More

5 Reasons Why Simple Will Plans are Insufficient

5 Reasons Why Simple Will Plans are Insufficient

It’s Not Only About The Money. The problem with simple wills is that they generally deal with who gets... Read More

5 Reasons Young Parents Need An Estate Plan

5 Reasons Young Parents Need An Estate Plan

It Just Might Happen To You Most young parents assume they are going to live a long time. Unfortunately, sometimes... Read More

You Can Be Sued For Your Parents’ Nursing Home Bill

You Can Be Sued For Your Parents’ Nursing...

Yes, you read that correctly. In Pennsylvania, a nursing home can sue the adult children for any unpaid nursing home... Read More

Baby Boomers: 5 Tips For A Great Estate Plan

Baby Boomers: 5 Tips For A Great Estate...

Life is more complicated than it used to be. You don’t live the same way your grandparents lived. A few... Read More

I Wish I Could Have a Do-Over

I Wish I Could Have a Do-Over

A few weeks ago, I had a meeting with a new client, whom I’ll call Judy (not her real name).... Read More

Bags of Paper | Organizing Your Assets

Bags of Paper | Organizing Your Assets

It is very common in my practice to see new clients walk through the door with grocery bags stuffed with... Read More

My Wife’s Future Husband | Divorce and Estate Planning

My Wife’s Future Husband | Divorce and Estate...

When I am working with young families, my favorite question to ask the husband is “What is your favorite thing... Read More

Legal Planning for College Students

Legal Planning for College Students

Recently, there have been a number of high profile cases in the news about young adults being injured or killed... Read More

Should I Gift My House to My Kids?

Should I Gift My House to My Kids?

This is a very common question from my Baby Boomer and Senior clients. When I ask them why they would... Read More

IRA Trusts Can Help Your Kids

IRA Trusts Can Help Your Kids

Baby boomers and seniors tend to have a large concentration of their wealth in tax-qualified accounts like IRA, 401k, and... Read More

Don’t Trust Your Son-In-Law?

Don’t Trust Your Son-In-Law?

Most parents don’t openly express that they aren’t thrilled about their adult children’s marital decisions. That said, with divorce rates... Read More

Too Late To Plan?

Too Late To Plan?

Many families think that once a relative is in the nursing home, it is too late to plan to preserve... Read More

Trustees For Kids

Trustees For Kids

Last year, my wife and I welcomed our third child into our home. She is our first daughter, and I... Read More

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