My Blogs

To begin estate planning you need to know who you want to put in charge of your finances, health care, and even children or pets if you are deceased or unable to care for them. If you are single, all ...

The beginning of the year is a big time for resolutions. I am at the top of my January client list as something they have been wanting to check of their list. What are your new year resolutions? Are they ...

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 ...