Estate Planning
The Law of Unintended Consequences: Potential Traps of Do-It-Yourself Estate Planning
Consider this scenario. Dad is 75 years old and decides to add his son’s name to a … Continue Reading
Adding a Joint Owner to Your Account? Consider the Pitfalls and Alternatives
With estate planning, as in life, I couldn’t agree more with the thought that the simpler the … Continue Reading
Temporary Delegation of Parental Powers
Getting ready to head out of town without the kids for vacation, for business, military deployment or … Continue Reading
Use a Certificate of Trust to Maintain Privacy
You’ve spent considerable time and expense establishing a Trust to facilitate the management of your assets during … Continue Reading
When it’s not enough to have a will
Who are the most important people in your life and why? Do these special people know how … Continue Reading
An Estate Planning Cautionary Tale from a Nobel Peace Prize Winner
At age thirty-five, Martin Luther King Jr. was the youngest person to ever receive the Nobel Peace … Continue Reading
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