My Blogs

In a past Blog, I wrote about a sweet married couple on their second marriage with separate assets. The husband had no children and left everything to his wife. What could possibly go wrong?  WHAT COULD POSSIBLY GO WRONG IN ...

I receive calls on this topic all the time. A couple is together, yet not legally married, how do they protect themselves and each other? Wills are not enough. A trust is a must if you have real estate and ...

Sadly, assets are frozen often in a probate situation. This is true even if those assets are your husband’s or wife’s. When someone dies with assets in their own name and no paid-on-death beneficiary, those assets are frozen until the ...

A couple expecting their first baby called and asked if they needed a trust if their extended family had their trusts where they were the beneficiaries. Yes, of course they do. If they have real estate and assets, they will ...

Here is a conundrum. We have shared children, we trust each other, and we want to leave all of our money to our children. Is each other the best option for the trustee? Should we do our estate planning together? ...

As the world gets smaller with many people having dual citizenship, or living in multiple states, legal separation can be more complicated. Legal separation is permitted in many states and countries. Legal separation is legal in most states; yet, legal ...