For most of us, retirement is a goal we hope will allow us to enjoy the fruits of previous sacrifices. While preparation increases the likelihood that we can enjoy our golden years, there are many uncertainties that determine whether retirement is an opportunity or a...
Previously I have written about the heartbreak I see in some seniors who feel as if they are nothing more than a source of money or assets to those who they leave behind when they pass. No estate can exceed the blessing of the lives and lessons we learn from those who...
How Can I Pass on the Family Business to One Child and Still Be Fair? The strengths, skills and persistence that build a successful business are also skills that help prepare that business for a successful transition to the next generation. Unfortunately, many...
Last post I discussed the challenges facing families attempting to pass on the family farm, ranch, or other business. Family-owned businesses play a critical role in society. Those of us who reside in rural agricultural areas know this to be especially true. ...
Part of my practice is spent helping clients solve problems after a parent or spouse has passed away. Many times, these problems arise because the estate plan included a “shortcut” intended to avoid probate. Probate is a process to transfer the assets after someone...
