Category Archives: Blog

Do Your Kids Need Their Inheritance Now? Some Things to Consider

Do Your Kids Need Their Inheritance Now? Some Things to Consider When you work hard to build wealth over the years, you naturally expect to leave a decent inheritance for your children. Perhaps you’ve even worked with me or another estate planning attorney to set up well-crafted trust-based plan that provides well for their future. But…what if one or more of your adult children needs the money now rather than later? What if there is a pressing need?...
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Without a Will: Lessons Learned from Aretha Franklin

You’d have to be living under a rock not to have heard the news last month about the passing of Aretha Franklin, the legendary “Queen of Soul.” Soon after the news emerged, however, another report surfaced that Franklin had not left a will or trust. Her “intellectual property” attorney told the press that he had been “after her for a number of years to do a trust," but that she had never gotten...
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Understanding Power of Attorney: What You Need to Know

Here’s a question to ponder: What would happen to your finances if you were no longer physically or mentally able to manage them? If you become incapacitated in some way, whether by accident or illness, do you have anyone who could handle your affairs?

There’s more to consider than just your finances: What about your health itself? What would happen if you were no longer able to communicate or make decisions about your...

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