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Perils of Joint Bank Accounts in Estate Planning
Posted: July 17th, 2019
Tags: elder law, estate planning
Many of my senior clients want to be able to transfer their assets to their children in the simplest and […]
Posted: July 17th, 2019
Tags: elder law, estate planning
Many of my senior clients want to be able to transfer their assets to their children in the simplest and […]
Posted: July 1st, 2019
Tags: elder law, estate planning, technology
When you consider your estate planning, you might think the existence of a simple Will is all you need to […]
Posted: September 21st, 2018
Tags: estate planning
The summer before my oldest went off to college, we all went for an orientation weekend. While there, he went […]
Posted: February 19th, 2018
Tags: estate planning
Have you heard? There has been a major change in the Federal Tax Code as of January 1, 2018. But […]
Posted: January 22nd, 2018
Tags: elder law, estate planning
I think this is something that I’ve known even before I started practicing as an Estate Planning attorney. Matter of […]
Posted: December 12th, 2017
Tags: elder law, estate planning
The answer is “sort of.” How’s that for an attorney’s response? I say that because you can’t really control anything […]
Posted: October 27th, 2017
Tags: elder law, estate planning
Let me say right up front that the best thing you can do when it comes to medical decision-making is […]
Posted: September 26th, 2017
Tags: elder law, estate planning
I’ve been practicing elder law and estate planning for about 20 years now. Many of the revocable trusts dating back […]
Posted: July 28th, 2017
Tags: elder law, estate planning
I’m amazed at how many times clients tell me that they loaned money to one of their children and now […]