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27 de julio de 2026 ·
A client forwarded me a CNBC article with a note: "Does this affect our trust?" It was a...
21 de julio de 2026 ·
She found the notebook in the top drawer of her mother's desk. Six pages. Every account. Every...
14 de julio de 2026 ·
Your divorce decree and your estate plan are two entirely different documents that solve two...
7 de julio de 2026 ·
If you are a stepparent, you know the difference between the legal definition of parent and the...
17 de junio de 2026 ·
I ask this in nearly every planning session I do with families: if something happened to you...
12 de junio de 2026 ·
Most parents have had the conversation: “If something happened to us, who would take care of the...
12 de junio de 2026 ·
She had been filing taxes the same way for thirty years. Married filing jointly. Two incomes, two...
9 de junio de 2026 ·
This happens more often than families expect. You sign a Power of Attorney (POA), name someone...
2 de junio de 2026 ·
If something happened to you tomorrow, would the people you love know what to do? Would they have...
26 de mayo de 2026 ·
The loss of a spouse is devastating. But when there is no estate plan in place, grief is often...
19 de mayo de 2026 ·
Tax season just made you look at your financial life honestly. All of it. Tax season forced it....
12 de mayo de 2026 ·
After you're gone, your family won't just be grieving. They'll be making phone calls, hunting...
Most parents assume that if something happens to them, the other parent will naturally step in...
8 de octubre de 2025 ·
A typical initial consultation with an estate planning lawyer may look like this: you meet, you...
27 de septiembre de 2025 ·
The Hidden Risks of Growing Older Without a Life & Legacy Plan If you are like most people, you...
23 de octubre de 2024 ·
How to Pick a Trustee, Executor, and Agent under a Power of Attorney While the term fiduciary...
17 de octubre de 2024 ·
When you establish a trust, you nominate someone to be the trustee. If you are creating a...
10 de octubre de 2024 ·
If you have overheard any estate planning discussions, you have likely heard the words “guardian”...
4 de octubre de 2024 ·
How to Choose a Conservator for Yourself Every day we make hundreds of decisions for ourselves...
30 de septiembre de 2024 ·
You may think that if you die while you are married, everything you own will automatically go to...
