The Best Way To Amend Estate Planning Documents
Jean opened the envelope that contained her aunt’s will and began to laugh. “Oh, Aunt…
7 years ago
Distribution of Assets
What to Do When Guns Are Part of an Estate
“What a mess,” Leona muttered as she picked through the contents of her deceased father’s…
7 years ago
Why Your Estate Plan Needs to Provide for Unknown Heirs
The phone rang. Lynda put down her sandwich and grabbed it. “Probably another telemarketer,” she…
7 years ago
Why Your Closely-held Business Needs an Estate Plan
A lot of time and effort goes into building a closely-held business. That’s why it’s…
7 years ago
Why Marriage Can Be Considered Elder Abuse
Elder abuse is a common topic and we hear frequent warnings about scams by caregivers,…
7 years ago
Why People Accidentally Disinherit their Children (and how you can prevent it)
Divorce, remarriage, and blending families are treacherous enough waters to navigate, let alone wondering if…
7 years ago
Why You Should Include Sentimental Value in Your Estate Plan
Estate planning is usually viewed as a sea of paperwork that, once completed, sits on…
7 years ago
Clear Language Essential When Drafting Trusts
7 years ago
Financial Management Apps Can Prevent Fraud, Mismanagement for Elders
Finn slapped the pile of envelopes on the kitchen table and grunted at his wife,…
7 years ago
Joint Accounts: The Good, the Bad and the Ugly
Something we see quite often with our older clients is a joint bank account -…
7 years ago