Blog

I haven't addressed the topic of joint tenancy in a while, so I decided to revisit it. First, a definition of joint tenancy: A legal term for an arrangement that defines the ownership rights among two or more co-owners of a property. In a joint tenancy, two or more...

A timely look at how the current tariff talks might have an impact on your estate plan. You may want to review this and decide whether you should take action. I found this article online at “NEXTAVENUE.” It was written by Rachel Leland and published on 6/30/25....

While the percentage of Americans moving out of state has slowed in recent years, it is still occurring everywhere. Whether you're being transferred by a company, downsizing for retirement, or simply seeking a better environment for your children, if you've recently...

  Being the recipient of a large inheritance can be a sad time because it usually means someone close to you has recently passed away. It is rare for a long-lost relative in a distant country to have passed away, leaving you as the sole living heir. So, while it...

As an estate planning attorney, I am asked many questions, from whether a trust is a good thing to have to if a will is essential. One question I often get from clients is how they can convince a loved one to write their will. Perhaps they have a loved one, such as a...

I originally shared this information in January of 2023 but like many things, this topic is  timeless and I feel there is value in sharing it again. Please read.   When you read the title of this post, you might think I'm asking about your net worth. Or...

Our current extreme heat motivated me to look into statistics about weather-related deaths as well as what is called "unexpected death" here in the United States. It's not an upbeat topic but a realistic one. You might find this information surprising. I did.  ...

As soon as I read this article, written by Kenneth Connally, CFP, and published by Kiplinger on June 2, 2025, I knew I wanted to share it with all of you. It is a terrific reminder that estate planning is, in fact, not all about your money. Or your assets.  Read...

It is said, and there is evidence to back it up, that 50% of all marriages in the United States will end in divorce or separation. Those are not great odds. It gets worse for those who have another go at it; 60% of second marriages end in divorce. Ready for the...