L&A Articles

“One thing is for sure,” said Bill Gates in Forbes Magazine, “I won’t leave a lot of money to my heirs because I don’t think it would be good for…

For the last 5 weeks of her life, Mary suffered. Her dementia had progressed to the point where she was violent and forced to be hospitalized. She was in tremendous…

Many of our clients are business owners. Although these businesses tend to be successful, we have found that many of the owners do not have clearly defined succession plans. This…

Would it surprise you if your professional advisor recommended “special needs” planning when you don’t have any special needs children or grandchildren? It’s important to think about what might happen…

It seems that Charitable Remainder Trusts have been off the planning radar for awhile. Here is a case study that illustrates why they are making a comeback: After working for…

Bob and Wendy were in business together. They had created a company that was nicely profitable over the years. Because of the economy, they had cut costs and built up…

It’s summer and time for baseball. You might ask what that has to do with estate planning and we intend to answer that question. In this issue of our newsletter…

A colleague of ours recently assembled a list of the top 10 estate planning issues. This list is a great tool to assure that nothing is overlooked. All of them…

Some of our clients are young parents. Often times as they start out in life they have a small home or condominium and a large mortgage to go with it.…

Your family cabin, cottage, or vacation home may be one of your most significant financial assets. It is also likely to be the one with the most enduring memories and…