by Christine | Dec 1, 2015 | Advanced Health Care Directive, Conservatorships, Dementia, Durable Power of Attorney For Finances, Estate Plan, Estate Planning, Living Trust, Trusts, Wills |
One of the greatest blessings of the holiday season is gathering with friends and loved ones that we don't normally see throughout the year. For some that means visiting with aunts, uncles, cousins and friends over a lively Thanksgiving dinner. For...
by Christine | Sep 23, 2015 | Estate Planning, Living Trust, Wills |
The stories of family relationships destroyed by the lack of wills or unfair distribution of assets are heartbreaking. Despite all evidence to the contrary, people somehow think that their adult children will be special and manage to work things out. This is rarely...
by Christine | Aug 26, 2015 | Estate Planning, Living Trust, Living Will, Trusts, Wills |
The simple and unpleasant truth of estate planning is this: few people enjoy spending time contemplating their own mortality. Estate Planning requires recognition that at some point in the future you will no longer be alive, which leads to anxiety. This is the biggest...
by Christine | Aug 6, 2015 | Asset Protection, Elder Law, Estate Planning, Estate Tax, Living Trust, Trusts, Wills |
Of all the hated taxes in the U.S. tax code, the estate tax is handily the single most hated tax, particularly among wealthy families who must pay it. In an effort to preserve wealth across generations, these families rely on the use of complex strategies to transfer...
by Christine | Jul 24, 2015 | Elder Law, Estate Planning, Estates, Living Trust, Trusts, Wills |
Unlike previous generations, the baby boomers are more concerned with having enough money to last through their retirement years than with leaving substantial assets to their heirs and to charities. But they are still concerned with leaving a legacy for their...
by Christine | Jul 23, 2015 | Advanced Health Care Directive, Durable Power of Attorney For Finances, Elder Law, Estate Planning, Living Trust, Trusts, Wills |
Ensuring that your assets are passed on to heirs in a way that you wish is not always easy because of the many options available and the fact that the tax laws are always changing. While certain facts are relatively fixed – i.e., beneficiary designations on life...
