INTRO: In Part One of this series, we spoke about how easy it is to make a mistake about the timing, type and/or amount of a prospective...

INTRO: During the holidays, generosity is widespread. Many people make gifts to loved ones and charities. On the surface, gift-giving is...

INTRO: The estate planning “game” is one every adult plays, but some play more actively and more intelligently than others. The challenge...

INTRO: During the course of my 22 years of practicing law in the estate planning arena, a large percentage of my clients communicate that...

Nearly every legal adult should have a comprehensive estate plan. At a minimum, this should usually consist of a Will; Power of Attorney;...

In our increasingly digital world, we are facing new questions about what to do with our social media, websites and Internet applications...

In our increasingly digital world, we are facing new questions about what to do with our social media, websites and Internet applications...

In Part One of this series, we discovered that estate planning for blended families can be complex, sensitive and difficult. Here are...

INTRO: Life expectancies are steadily rising. Generally, healthier lifestyles and meaningful advances in medicine bode well for this...

INTRO: In Part One of this series, we talked about some of the common mistakes people make in the estate planning arena. Here are more...

INTRO: It has been a while since I have written about common mistakes people make in the estate planning arena. I think it’s instructive...

INTRO: Here’s a subject that both intrigues and confuses many people – asset protection. This article focuses on practical steps you can...

Today’s article covers common estate planning myths. You can likely debunk many of these myths without my help. Nevertheless, I hope each...

INTRO: Well intentioned people are frequently short-sighted when it comes to estate planning. In this article, I’ve highlighted a few...

INTRO: Quite often, we hear people say things like: “the most important thing is our health” and “if you have your health, you have...

INTRO: Here’s the story of a special project I completed for a client some months ago. My client is a young father – I’ll call him Curt....

INTRO: Life expectancies are steadily rising. Generally, healthier lifestyles and meaningful advances in medicine bode well for this...

INTRO: In Part One of this series, we discussed how the rules related to inheriting an IRA are often shrouded in mystery. Here is more...

INTRO: Many people have a significant portion of their wealth in their Individual Retirement Accounts (IRAs). Yet, the rules related to...

In Part One of this series, we discovered that estate planning for blended families can be complex, sensitive and difficult. Here are...