My Blogs

I received a client email stating a few changes in her estate plan. For example, she wished to change the successor trustee, health care surrogate, and the successor guardian for her young children. She thought she could do this by ...

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? ...