Pet Planning – What if Something Happens to You?
Maybe not the first thing people think about when they think about estate planning. But for many clients, their pets are a key part of their life and they want…
Maybe not the first thing people think about when they think about estate planning. But for many clients, their pets are a key part of their life and they want…
It's more common than you think. Imagine that you are expecting to inherit a significant portion of your parent's estate, only to discover that he or she left a large…
Keeping your family out of probate court may be the best thing that you can do for them. The death of loved ones is emotionally devastating. It is even more…
At one time or another, many of us will decide to designate a trusted person to serve as our power of attorney; this is a person who can be extremely…
Most will be familiar with names of at least one of these famous people: Groucho Marx, (movie actor, comedian) Pauly Shore (movie actor, comedian) and Stan Lee (founder of Marvel…
Much of the life insurance purchased over the past 15-20 years for estate planning purposes was of a type known as guaranteed universal life insurance. It was (and is) popular…
Not normally a big deal. But in this case, the laptop represented access to $145M in cryptocurrency. Apparently, the only access to this money. Talk about making a bad day…
For decades a debate raged in legal circles about which documents were better – wills or trusts. Members of the public didn’t really know the difference, but there was a…
You just got married or had a child and decide it’s time to make an estate plan. Where do you start? What do you need? Should you just draft a…
Asset protection is something that most people don’t think about until it’s too late. Over the years, we’ve had six or seven clients who have been going along, operating their…