My Blogs

Yes, I know, by now it should be strictly professional, but these calls get me every time. I have parents and I want them to live forever!!! When someone calls me with a parent dying it hits me hard. And ...

Probate court is required when someone dies with assets in their own name. I recently had another husband and wife case. In this case, the wife died first with two bank accounts in her name and no paid-on death beneficiary. ...

Why would one spouse do estate planning and not the other? Two estate plans are best, one for each of you, whether you are a married couple or a couple living together. This way, when one passes, the other has ...

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. We discussed the sad story of two probates and the delays ...

I received a phone call from a potential client with real estate in three states, a 10 -year -old son, two older children that they want to put in charge, and many millions in assets. They have been putting off ...

I received a lengthy email from a potential client asking some good questions. So good, I thought to share them with all of you. My goal is to give my clients peace of mind and a great estate plan. This ...