» estate planning

Estate Planning is On My To-Do List - Right Where It's Been for Twenty Years!

         Every week, I meet with prospective new clients who are interested in doing estate planning.  And invariably, one of my first questions is “have you done any estate planning before?”  It’s a simple question, only used for inf… Read More
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Is a Trust Right for Me?

Many people think of trusts as estate planning tools for the very rich, but the fact is that a trust can serve many different purposes for people at all income levels. Depending on your individual circumstances, a trust may be an essential part of yo… Read More
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Estate Planning Issues to Consider When You Remarry

When you are young and considering marriage, estate planning is probably the last thing on your mind. However, if you are considering remarriage later in life, you are likely to have more concerns about your estate plan, especially with respect to yo… Read More
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What is Undue Influence?

Undue influence can occur when an individual threatens or makes fraudulent misrepresentations in order to get another person to do something. In the context of a will, undue influence might occur if an individual pressures or threatens the person mak… Read More
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What is a Power of Attorney and Do I Need One?

A power of attorney is a legal document that gives another person the power to handle your financial affairs. As long as you are competent to make decisions, the person whom you designated in your power of attorney, or your agent, can manage your fin… Read More
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Publicity Rights When a Celebrity Passes Away

Intellectual property rights are mostly determined by federal law and international agreements. When a copyright holder passes away, it makes little difference where he or she lived. However, publicity rights, which govern who can use a person’s i… Read More
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Blended Family Financial Difficulties

When a parent gets remarried there is likely to be tension between the new spouse and the children from previous relationships. Much of that tension can be eased by ensuring the family finances are properly handled. On television and in movies blend… Read More
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Estate Planning for Alzheimer’s Disease

Good estate planning does not just concern itself with what happens to your assets after you pass away. It also takes into account the things that you might need at the end of your life, including the possibility of getting Alzheimer’s disease. Ob… Read More
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New Profession Helps Seniors Move

Moving from a home that you have lived in for decades can be a daunting task, especially when you have to sort through a lifetime’s worth of stuff—not all of which will fit into your new home. Senior move managers specialize in making such moves… Read More
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Estate Planning Is Not Just About the Legal Documents

It is not enough to just get a pile of legal documents that make up an estate plan. The legal documents themselves are limited if you have not considered what it really means to transfer wealth from one generation to the next and have not planned ac… Read More
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