Many of us remember getting “the talk” from our parents when we were teenagers, an awkward but arguably necessary conversation. As we age, “the talk” can drastically change form. For example, a common discussion many people avoid is talking to their parents, children, or loved ones about ... » Learn More about “THE TALK”
Estate Planning
ESTATE ADMINISTRATION – PRACTICAL STEPS TO TAKE WHEN LOSING A LOVED ONE
Losing a loved one can be unbearably difficult. Families are often thrust into making quick decisions regarding cremation, burial, services, and so on. In addition to the emotional side of things, families often become overwhelmed with the thought of handling their loved one’s financial ... » Learn More about ESTATE ADMINISTRATION – PRACTICAL STEPS TO TAKE WHEN LOSING A LOVED ONE
“PLANNING” FOR BEHAVIORAL HEALTH
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
Brady Bunch Estate Planning
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
THE KEY TO ENSURING YOUR WILL OR TRUST PLAYS OUT AS PLANNED
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