Estate Planning, Trust, Wills
I write these columns primarily to encourage people to prepare their estate plan before it is too late. Without preparation, many families must deal with terribly difficult situations that could have been avoided. Proper planning means more than simply listing what...
Estate Planning, Trust, Wills
I recall an article published in the Wall Street Journal® titled “The Difficult, Delicate Untangling of Our Parents’ Lives.” The author and his wife were in their 50s and dealing with the challenges of parents too incapacitated to handle their own affairs....
Asset Protection, Trust, Wills
Without preparation, the passing of a loved one can result in difficult and unexpected challenges. In recent posts, I have addressed this point with the example of a second marriage in which the husband moved into the house already owned by his new spouse. Upon her...
