Articles

Getting To The Truth About Elder Law

Getting To The Truth About Elder Law

I really feel I need to focus on the truth about what middle-class retirees are facing. If you are a... Read More arrow
What Happens If You Forget to Update Beneficiary Designations?

What Happens If You Forget to Update Beneficiary...

If you were to become incapacitated, who would be in control of that money? If we do a proper plan... Read More arrow
How do Beneficiary Designations work with Inheritance Tax?

How do Beneficiary Designations work with Inheritance Tax?

We've outlined a few reasons in previous blog articles this week, about not relying too much on beneficiary designations. Another... Read More arrow
Lisa Marie Presley’s Will Dispute

Lisa Marie Presley’s Will Dispute

As you may know, Lisa Marie Presley passed away on January 12, at the age of 54. Only three weeks... Read More arrow
The Four Criteria for a Successful Estate Plan

The Four Criteria for a Successful Estate Plan

In January, there is an increase in calls to our office, with people wanting to do estate planning. They recognize... Read More arrow
What Not To Give To Your Kids This Christmas

What Not To Give To Your Kids This...

It is a wonderful time of the year, and it is also a time of giving. From a legal standpoint... Read More arrow
Lessons learned from National Lampoon’s Christmas Vacation Movie – relating to Estate Planning.

Lessons learned from National Lampoon’s Christmas Vacation Movie...

Many people have watched this movie, and it is by far one of my favorite Christmas movies. Perhaps you can... Read More arrow
The Role of the Executor

The Role of the Executor

An Executor's task is helping to administer an estate. There is a distinction between someone who passes away without a... Read More arrow
10 Questions We Can Answer About Putting Your Home in a Trust

10 Questions We Can Answer About Putting Your...

For many middle-class families, the biggest asset owned is often a home or retirement account. If you’ve reached retirement years,... Read More arrow
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 arrow
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