I recently attended the 53rd annual Heckerling Institute on Estate Planning, a leading educational conference for estate planning professionals in the United States. After twelve years of practicing law, I finally made this resolution a reality. To say the least, the conference did not ... » Learn More about “PLANNING” FOR BEHAVIORAL HEALTH
Ever since Mike and Carol Brady became a “bunch”, blended families have become more than common among modern families. Unblended families are unique and dynamic in their own right. However, when families are combined, the atmosphere often reaches a whole new level. As an estate planning ... » Learn More about Brady Bunch Estate Planning
Most often, when I sit down with a new couple to discuss their Will, Trust, or other estate plan documents, their primary focus is: (1) controlling who will receive their assets and under what conditions; (2) making things as easy as possible for their loved ones; and (3) preserving ... » Learn More about THE KEY TO ENSURING YOUR WILL OR TRUST PLAYS OUT AS PLANNED
The concept of divorce generally carries with it a very negative connotation, and rightly so. Parents with minor children find themselves forced to follow a schedule as to when they see their kids, property is divided, debt is allocated among the parties, and emotions are often at an all-time ... » Learn More about When Divorce Gives You Lemons . . .
Consider in the last month how much time you’ve spent on social media, dreaming of your next vacation, or watching television. We all waste time, and I’m as guilty as anyone. However, there are some things we have to make time for – eating, exercising, family, going to the doctor, working, and so ... » Learn More about Failing to Plan is Planning to Fail