October 9, 2013/
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Last week’s article described The Silver Tsunami and found Grandma Jen in a funky situation: she had become the guardian...
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October 2, 2013/
Recently, I shared a lovely dinner with a few friends and clients over a discussion about the “Silver Tsunami,” a...
September 25, 2013/
Well, it starts like this… About a month ago, a friend’s husband came home from his evening workout at the...
September 18, 2013/
People often confuse estate planning with wealth preservation, aka “asset protection.” The confusion is understandable for 2 reasons. First, estate...
September 11, 2013/
Frequently, I answer questions on Avvo about estate planning and related topics. A little while ago, someone asked a question...
September 4, 2013/
Last week, in the wake of Windsor v. U.S., the IRS issued Revenue Ruling 2013-17. A Revenue Ruling, or “Rev....
August 28, 2013/
Because approximately 70% of Americans die intestate, that is without a will or some form of legal instrument transferring their...
August 21, 2013/
The primary problem with financial accounts held jointly is that one cannot predict the financial outlook of another person. These...
August 14, 2013/
Experience and observation often has me shaking my head as I assist families in correcting mishaps by well-intended loved ones....
August 7, 2013/
By now, you’ve undoubtedly heard about the wisdom of incorporating a “digital asset plan” in your estate plan. If you...
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