by Christine | Mar 5, 2012 | Estate Planning, Trusts, Wealth Transfer |
Despite the bitter economic downturn, one part of the American dream is alive and well: the possibility of sudden wealth… Yet such life-changing windfalls can just as quickly vanish, say advisers who work with those who suddenly become wealthy. If you are setting up...
by Christine | Feb 21, 2012 | Elder Law, Estate Planning, Pet Trust, Trusts |
The pet trust is a little-known legal option for the elderly and caregivers worried about what will happen to beloved animals following the deaths of their owners. The four-legged members of a household (or two-legged, or conceivable even eight, as the case may be)...
by Christine | Feb 14, 2012 | Divorce, Estate Planning, Trusts |
Not all trusts are created equal, especially when it comes to protection in a divorce. Trusts are like pocket knives, in a way. Even a fairly basic pocket knife can make your life immensely easier, especially in a pinch, but a particularly well built and expansive...
by Christine | Jan 30, 2012 | Advanced Health Care Directive, Conservatorships, Durable Power of Attorney For Finances, Elder Law, Estate Planning, Guardianships, Trusts |
I am often asked "When do I need to amend or revise my estate planning documents?" I recommend that if any of the following events occur, you should review the potential effect of such event on your estate planning documents, your plan of disposition, and...
by Christine | Jan 26, 2012 | Trust Taxation, Trusts |
I always believe "if it ain't broke, don't fix it." Routinely I come across articles that are very well written and informative, so I believe it is better to reprint the original article and give credit to the author rather than...
