Blog

Living trusts can be an important tool when it comes to estate planning.  Sandra Block's article,  "When Do Living Trusts Make Sense?" for Kiplinger helps clarify what they can and won't do for you. It was published online on 3/24/22.  Here is what she has to say on...

Not every household fits the "profile" of a traditional family. This article which appeared online on THE STREET (from Retirement Daily) on 3/15/22 and was written by Calvin Goetz and is a good reminder of that, while helping to outline how these "alternative...

This 11 point, “Don’t Be Afraid of Estate Planning” appeared online on 3/23/22 at CoastalView and was written by Sarah Sanders. It helps to sort out the basics for those who are suffering from “estate planning jitters”.  Read on for what she recommends. ...

The article titled, "Reverse Estate Planning? There's Such A Thing, And It's A Good Strategy For Some Families" was featured in Forbes 3/14/22 and written by Bob Carlson. It presents a different slant on estate planning not often addressed.  If you are in a...

Here is a great primer on estate planning. A good read for anyone who wants to feel comfortable with an overall understanding before contacting their estate planning attorney to begin the process.   The article," What is Estate Planning?" appeared online at...

I like to share articles with you that provide both the basics of estate planning as well as some finer points, like liquidity.  This article, from the Lake County Record-Bee, and written by Dennis Fordham, appeared 3/19/22.  Mr. Fordham writes …  ...

The article titled, "Reverse Estate Planning? There's Such A Thing, And It's A Good Strategy For Some Families" was featured in Forbes 3/14/22 and written by Bob Carlson. It presents a different slant on estate planning not often addressed.  If you are in a...

This article "Life Changes that Require Estate Planning", featured in The Leader March 2, 2022, and written by Jennifer Solack, is a great reminder of why estate planning is never a "one and done" kind of thing.  Life happens … changes happen.    Ms....

This article," I Have a Secret Relationship, How Do I Include Them in My Estate Plan?" by Patricia E. Malley March 3, 2022, online at Lexology, discusses a sensitive situation for a client and highlights the importance of confidentiality between client and estate...