Presented by the ISBA International & Immigration Law SectionCo-presented by the ISBA Trusts & Estates Section Live WebcastTuesday, May 20, 202511:00 a.m. – 12:05 p.m.1.0 hour MCLE credit There are …
Money and property may be the most discussed types of wealth that a person owns, but the riches of their experience and wisdom can mean even more to loved ones …
My client’s husband passed away three years ago. While going through the garage, she found a box of his old receipts – many of which were for jewelry she doesn’t …
I’m honored to have contributed to The HELP Path, an on-demand course created to support caregivers, spouses, and adult children navigating the complexities of caring for a loved one. My …
Do you have Chase Bank accounts? If you’re considering converting your Chase Bank accounts to trust accounts, you might face some roadblocks. Chase Bank has specific requirements for establishing a …
Planning for a child with special needs takes extra care. A trust can help by providing financial security and access to important resources, all while protecting their government benefits if …
I recently had the opportunity to visit the Barry Goldwater Memorial and reflect on the remarkable legacy of a man who was not only a five-term U.S. Senator but also …
Studies have shown that the largest contributing factors to generational loss of wealth are a lack of communication and trust among family members and the failure to prepare heirs. Often, …
I recently read that if you owned a lot of scarves, you are high maintenance. I never really considered the fact that I apparently owned a lot of scarves. But …
Military families need to consider special estate-planning issues that others do not. This is particularly true when one or more family members are deployed overseas. Beyond this, members of the …
