Will You Leave A Gift—Or A Mess?

Do you consider yourself an organized person? It seems that when it comes to organization some people have the gift for it and some people simply don’t. If you’ve ever had (or have currently) the overwhelming job of sorting through the estate of a deceased loved one, you know how very grateful you can be… Read More »

The Fine Art of Informing Your Fiduciaries

At the end of the day, when all of the decisions have been made and documents have been signed, many estate planning clients still have one question: Should I tell my Fiduciaries that I’ve nominated them as executor, healthcare agent, guardian, trustee, etc; and how much should I tell them? The answer to the question… Read More »

The Consequence of Silence

The second annual National Healthcare Decisions Day is coming up on April 16, and there has never been more reason to consider what your own wishes are, and especially to make those wishes known. As difficult as it may be to think about the end of your parent’s, your child’s or your own life, not… Read More »

The Most Important Part of Your Estate Plan

What is the most important component of an estate plan? This is a question that comes up a lot in our practice, and as you might guess, different families will have different answers.   The Trust: Many families feel that this is the heart of the estate plan, and as such the most important part. … Read More »

Be Prepared

As an estate planning firm it is our job to keep our clients prepared for what’s coming. This means helping prepare them not only for the eventuality of death, but also for what is coming in life; retirement, the possibility of divorce, new children or grandchildren, and even taxes. Estate taxes especially are of great… Read More »

Help for Growing Old Gracefully and Peacefully

There is a saying that goes something along the lines of “the only thing worse than getting old is the alternative,” which is said to express pretty well the dismay, betrayal, confusion and sometimes horror that go along with the aging process. Americans are living longer than ever—which really means that there are more opportunities… Read More »

Should You Share Your Estate Plan With Your Heirs?

If you have a significant estate to leave to your heirs—but you are still alive and well—to whom does that significant estate belong, you or them? This seems a silly question:   of course the property belongs to you, but many adult children have come to count on the property their parents will leave them, and—rightly… Read More »

Organize Your Estate for Your Successor Trustee

If you’ve ever been unlucky enough to have to execute a deceased loved one’s estate, then you know what an overwhelming job it can be.  Think about your own method of organization.  Do you keep all of your financial papers in one place?  Do you keep your birth and marriage certificates nearby and easily accessible? … Read More »