Protecting your children’s future

March 31st, 2022 (No Comments)

A premature passing of a parent is a traumatic event that can affect a child for their entire life. While nothing will ever replace the parent, by creating a unique estate plan, you can ease this transition if you pass prematurely. If you have minor children, one of the most important documents you can execute […]

Talk to the Bank When a Loved One Passes Away

March 9th, 2022 (No Comments)

If a loved one passes away, before you go to the Clerk of Court, you should first contact the bank where your loved one had accounts or loans. This becomes especially important if they have auto-draft payments or a mortgage on property. Freeze the Account: In today’s automated world, most bills are set up with […]

The Best Estate Planning Article Ever Written…

March 7th, 2022 (No Comments)

    I have to admit, I have written lots of estate planning articles. Some are better than others. But… This is by far my best estate planning article. I could wow you with legalese. I could tout my degrees and my accolades. However, the best estate planning decision you will ever make is to […]

General Planning Guidelines

February 25th, 2022 (No Comments)

  The only thing constant is change. As we age, we change, both physically and mentally. Our needs change, our desires change, and even our interests. It follows that our priorities in life change as well. Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of […]

What is Probate?

February 16th, 2022 (No Comments)

One of the statements I most often hear when meeting with clients is “ I want to avoid probate”. My response is “why?” There may be reasons why you want to avoid probate but often, people often have an impression that probate is an impossible process and will cause their heirs to have to pay […]

Do I Need a Power of Attorney if I am Married?

February 8th, 2022 (No Comments)

As an estate planning and elder law attorney, I frequently stress the importance of having a healthcare power of attorney and financial power of attorney (known as a “general durable power of attorney”) in place. As a response, I often get question as to whether a power of attorney is needed if an individual has […]

How Can I Protect My Real Property?

January 24th, 2022 (No Comments)

  To understand how to protect property, you must first know what risks threaten your property. Among the most significant risks are 1. The cost of long-term care; and 2. probate. These two risks go hand and hand. The reason is because the risk of long-term care is typically realized in the probate process, as […]

The Woodwork

January 11th, 2022 (No Comments)

If you have ever lost a loved one, you may recall or be familiar with the grief that accompanies such an event. It is often an unforgettable point in life that creates significant change. It can bring families together…and tear others apart. Perhaps you have been fortunate enough to avoid such loss up to this […]

To Appraise or Not to Appraise. That is the PROBATE question.

January 4th, 2022 (No Comments)

“How does tax value versus appraised value of real estate in the probate estate effect heirs?” As an attorney that handles probate cases I deal with issue all the time. Clients and heirs of an estate may know little about how to assess the value of real estate flowing through an estate and why it […]

The Little Guy

December 29th, 2021 (No Comments)

Call me sentimental, but I’ve always been one to root the little guy. Powers tends to be a zero sum scenario, where those who have it benefit, and those who don’t . . .don’t. Even in a free democracy, we have instances of unfairness and inequity. One of the reasons I decided to become an […]

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