I hear the first sentence from my clients all the time and I often reply with the second. Trusts are a tremendous asset and something that can protect ourselves and our loved ones, but it comes with caveats. What many people do not understand is that there is no one-size-fits-all option. This is because we […]
No one wants to pay any more than they have to. That goes double for when you’re older and you’re balancing living on a budget but also have an eye towards leaving a little something for your heirs so that they’re not stuck footing the bill for your passing. Figuring out how to do both […]
I’ve written a lot of these blogs in the past and I always begin with the same phrase, “I know it’s not an easy thing to think of, but …” and yes, this is going to be one of those blogs. One of the most important things that you can do for your family is […]
Want to Give, But Not Sure Which Charity to Choose? As the world has changed over the last few months due to renewed social action and the harsh realities of a global pandemic, many of my clients have decided to name a charity as a beneficiary in their will. For example, a client came to […]
It is not always an easy conversation to have but make sure that your loved ones understand what you want when your time draws close is extremely important. Clarity and awareness of these wishes are of the utmost importance before you meet with your estate planning attorney. I grasp that for most people, this is not an […]
When you have a child with special needs, the estate planning process should begin as soon as possible to ensure your child will be provided and cared for appropriately if something happens to you. You need to ensure you have planned for the child’s care throughout your lifetime, including making certain your child can afford […]
One of the most popular questions I get is: “Why do I need an estate plan?” My general answer is, “if you love and want to prevent your family from having any complications after you pass away; then you’ll create one.” Unfortunately, there are many examples of this as Dr. Martin Luther King, Prince and former […]
Why you should plan ahead. Sometimes, the first time I meet a client is in a nursing home or hospital following a crisis. The person’s spouse or child or friend has called me to meet with their loved one and draw up the necessary legal documents. A health care proxy, power of attorney, will or […]
People like to set resolutions for the New Year – lose weight, spend more time with family, get their estate plan in order, put finances in order. But resolutions always seem to fade by February. Maybe it’s because they are too vague, too big, too unwieldy. Why not set goals instead, with mini-goals along the […]
I often meet with clients who have Wills that were drawn up 20, or more, years ago. Usually, the clients have copies of the Will and the originals are with the attorney who drafted the Will. Have you moved over the last 20 years? If so, did you notify the attorney who drafted your will? […]
