Imagine this scenario: Wendy spent her life creating a nice asset portfolio. The assets are at a bank (let’s call it “Sun-bust”.) She named her husband as her initial beneficiary (more…)
Remember The Brady Bunch? The “Blended” family dynamic has become the new normal, but very different than the Brady Bunch Family of 1970’s TV. Today many families are “blended” and (more…)
As a new year arrives, many people will resolve to finally complete an estate plan that they have had on the “back-burner” for ages. But please don’t rush to complete (more…)
Estate planning can be an unsettling process, but it is a blueprint for “peace of mind.” Everyone from Uber drivers to the Uber wealthy should have a plan in place. (more…)
You likely know that probate administration is expensive, time-consuming, and public. Yet, there are commonly held misconceptions surrounding this topic which lead many to make uninformed decisions resulting in the (more…)
As an attorney who has practiced in the area of estate planning for many years, one of the biggest challenges has always been getting potential clients to accept the importance (more…)
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