How To Prove You Are Mentally Competent
Although we would all like to believe that our family and loved ones will honor our wishes as expressed in our estate plan, contests are more common than you might …
New Resource for Jewish Families
In the Jewish community, certain life events, such as the passing of a loved one, require a great deal of attention to detail—especially when it comes to organizing a shiva. …
Plan for Peace of Mind, No Matter What the Future Might Hold
Legal landscapes can change, and for LGBTQ+ couples, this uncertainty can feel overwhelming. If you’re concerned about how future legal changes could affect your rights or your ability to care …
Estate Planning Lessons from Genesis
In the realm of estate planning, ensuring the protection and care of our loved ones even after we are gone is a timeless principle. While estate planning tools like wills, …
When Family Betrayal Meets Estate Planning
One of the most heartbreaking situations I see is when family relationships unravel over money or property. I recently read a true story that exemplifies this pain. A woman shared …
Trusts and Transparency: What You Need To Know
When it comes to family trusts, transparency isn’t just a courtesy—it’s a legal obligation for the person managing the trust, also known as the conservator. Unfortunately, a lack of communication …
A simple will could have prevented this…
I spoke with a woman whose story is a tough reminder of how important estate planning is. She and her husband bought a house, later divorced for tax reasons, and …
Planning for a Short-Term Cash Needs in Estate Planning: A Critical Consideration
When it comes to estate planning, many people focus on the distribution of assets after death or the management of their estate upon incapacity. However, one crucial aspect often overlooked …
Are you Missing a Loved One this Holiday Season
The holiday season is a time for gathering, gratitude, and celebration, but it can also bring a sense of longing for those who are no longer with us. While they …
Don’t Cause Inheritance Confusion
I just had a tough conversation with a client. They believed Mom’s trust would pass everything to her son because she’d told him that—but the trust itself says “to my …