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What characteristics come to mind when you think of a "good parent"? Loving, being a great provider, understanding, patient, and responsible likely come to mind immediately. I'm sure you can list even more. But I'm guessing if I asked you to list the top 10 factors...

Many of you may already be familiar with the information in the following article, but do yourself a favor and give it a quick once-over just in case. This came from Forbes, written by Jaime Catmull and published online on 11/7/24. “Estate planning is essential for...

Social media is filled with individuals trying to find recommendations for every type of service, from finding an excellent doctor to an honest mechanic to a hairstylist who knows how to cut hair. We've all been there, trying desperately to find a good provider for...

The following article from the Columbus Jewish News, written by Kaitlyn Finchler, was published online 6/26/24. It is an excellent reminder that estate planning is not just for the wealthy. "Prior to 1997, estate planning was mostly driven by people motivated to...

As you know, I am an estate planning attorney, not a financial advisor or CPA; however, this article may be of interest to you as you plan for gift giving, etc.  It appeared online at LAWFLASH, published 10/24/24, and was written by Sara A. Wells, a partner at...

Many activities are best-done solo, and others are better accomplished by a team. When it comes to estate planning it can depend on your situation as well as on the extent of your assets.  If you want to think about which approach is best for you, review the...

The following article is more than 10 years old but still relevant.  It was published in Forbes on 12/4/12, updated on 2/16/13, and written by Danielle and Andy Mayoras, Trials & Heirs, attorneys focusing on celebrity legal issues.  Many of you may know...

I know most individuals think estate planning is all about protecting your hard-earned assets, making sure what you own, be it real estate, antiques, vehicles, or cash, is distributed correctly, and probably minimizing any probate situations and avoiding taxes. ...

As we approach the end of the year, I thought this article about charitable giving was timely. I found it online at JDSupra on 10/8/24, provided by Adler Pollock & Sheehan P.C.  Read on for some good tips to keep in mind. "If you're charitably inclined and...