If you’re a father, there’s a good chance you help manage your household’s finances and you may even play the dominant role. This may work well now, but what if something were to happen to you? Would your family be financially okay?
July 24, 2019
The trust has a no-contest clause and a lawyer my brother consulted with said that the risk is too great for the return.
April 24, 2019
Getting divorced is a complicated process, even for couples without any minor children. This is because it requires dividing up a partnership, so each individual can go his or her own way. While there are many details to iron out in terms of dividing assets, one thing that often gets overlooked, is how your estate plan will be affected.
For new parents, the need for legacy planning is especially obvious.
A few months ago, I was planning knee replacement surgery. While providing the required pre-surgical information, including current medications, health history and more, the medical staff asked a question I was unable to answer.
March 30, 2019
After a period of divorce or widowhood, you, your newly beloved and your respective children are about to become a ‘blended family.’ You and you partner will be creating a new family dynamic, which will hopefully be rewarding, but can be fraught with challenges, if little attention is paid to the consequences of the relationships.
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
February 11, 2019