My Blogs

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 ...

Bob Barker, the legendary host of “The Price is Right” died on August 26, 2023, at the ripe age of 99. Barker’s playful sense of humor and charismatic presence lead to his amazing success. Barker won 19 Daytime Emmy awards ...

If you want to save on taxes and enjoy an easier lifestyle, then move to Florida. Florida has no state estate death tax, no income tax, and warm weather year-round. Thus, Florida is the best state to live and enjoy ...