Preparing for Probate

January 23, 2020

We have all heard the term “probate.” However, we may not be exactly sure what this means. It may sound daunting, but don’t be intimidated by the phrase.

Special Needs Child Requires Care-Filled Planning

October 30, 2019

As our children with disabilities grow older, and we ourselves grow older, the future can seem daunting. The future can be overwhelming.

Can You Make a Temporary Change to a Will?

October 8, 2019

I admit that this question stumped me. It was not so much because of what you are asking, but rather why you are asking it in the first place. I’ve tried to come up with a scenario why someone would want to change their will temporarily, but I have come up blank.

New Parent Estate Planning

October 3, 2019

There’s a lot of prep work to complete when you’re expecting a new baby. Expectant parents have a nursery to paint, strollers to buy, doctor’s appointments to attend, and nannies to hire.

What About Creditor Claims Against Jeffrey Epstein’s Estate?

September 30, 2019

Generally, when settling an estate, debts and expenses are paid first, charitable and spousal transfers follow, and applicable estate taxes are levied afterward.

Who Pays Your Credit Cards When You Die?

September 16, 2019

Unfortunately, credit card debts do not disappear when you die. Your estate, which includes everything you own–your car, home, bank accounts, investments, to name a few–settles your debts using these assets.

Where Should You Keep Your Will?

September 9, 2019

Congratulations, you have finally signed your estate planning documents. Now, where do you keep them?

How Does a Successor Trustee Get Authority?

September 4, 2019

In my parents’ trust, they leave each other their share upon death, and then I become trustee when my last parent dies. I’m really concerned about this whole deal.

How Should Couples Begin the Estate Planning Process?

August 26, 2019

Let’s face it: mortality is hard to think about, and death is impossible to plan for. What is doable, however, is getting affairs and assets in order to prevent loved ones from inheriting a headache and legal fees in the event of an incident.

When Is the Best Time to Disinherit a Child?

August 12, 2019

I have a sister, who I have not seen or heard from in 40 years, when she said she hated all of us and never wanted anything to do with us again. She even gave up her 5-year-old son for strangers to adopt and would not let my parents adopt him.

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