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During my many years in estate planning, I've recognized that second marriages can sometimes make estate planning more complex. This is all the more reason to work with an estate planning attorney with considerable experience in this area. It's easy to overlook or...

Before we discuss the pros and cons of a living will, I'll provide a quick definition of what it is. A living will, also called an advance directive, is a legal document that allows an individual to state their wishes for end-of-life medical care if they cannot...

A wide variety of trusts are available to clients, but here are a few that are, for lack of a better term, the "popular ones." This is a quick overview I found online at mondaq 12/14/23. Daniel J. McGuire wrote it. "When setting up an estate plan, often the most...

You, and many others, might think that estate planning strategies, tactics, and tools haven't changed over the years. No one would blame you for thinking that way. From an outsider's perspective, it appears pretty static: wills, trusts, and legal documents such as...

People often feel that a review of the last year is in order when the new year begins. Whether it is from a business or personal perspective. Did you meet your career goals? Maybe you were working towards a promotion or raise, or both. What about your personal goals?...

I have never been a fan of New Year’s resolutions because they usually set people up for failure and then feel bad about themselves. We all know the main reason resolutions are not kept simply because they are impossible. Vowing to lose lots of weight, exercise more,...

During these troubled times, here and around the world, it can be challenging to find peace and joy during the holidays. Experts offer advice such as taking a break from media coverage, volunteering (or donating) to a cause near your heart, or meditating. As an...

This article dovetails nicely with last week's post about discussing your estate plans with your family. Read on for some great tips.  The following is from Forbes online, written by contributor Christine Fletcher and published on 11/28/23. "A North Dakota woman...

On more than one occasion, I have lamented that about 50% of adults in the U.S. don't have a will. This situation can make things very stressful, time-consuming, and, in some cases, expensive for the heirs of those individuals. That said, I ran across this article...