By John Even | Published February 26, 2016 | Posted in Estate Planning |
When I meet with clients, I get asked this question all the time. In general, there are lots of great reasons for having a living trust, but trusts are not for everyone, and you will need to examine your personal situation to make sure that a trust makes sense for you and your family. Is Read More
Read MoreAfter my clients have signed their wills or trusts, they usually ask me how often they need to have them reviewed and possibly updated. In general, the answer varies depending on the complexity of their estate and other factors in their family. However, I generally tell people that it is a good idea to have Read More
Read MoreFor many of my clients who own businesses, their business is the largest asset in their estate. Yet, many of them fail to plan for this important asset. For family-owned businesses, there is generally one simple choice that the owners must face regarding their business – should we pass the business onto our children or Read More
Read MoreLast Saturday, we all celebrated Valentine’s Day with our loved ones. Like other special holidays and birthdays during the year, it is a great time to tell your family members that you love them and how much they mean to you. One of the best Valentine’s gifts that you can give to your spouse, your Read More
Read MoreToday is income tax day. So probably the last thing you want to hear about is estate taxes, right? However, there are a lot of misconceptions about estate taxes, and I wanted to take just a few minutes to clear them up and help you understand estate taxes better. What is Estate Tax? Estate tax Read More
Read MoreSo you just signed your revocable living trust at your attorney’s office, and you are wondering if there is anything else you need to do to make sure that your estate is protected. The answer is yes! You also need to make sure that your assets are actually re-titled into the name of your trust. Read More
Read MoreEach month, I receive several calls from clients whose parents or loved ones are incapacitated and need assistance. These clients want to help, but are not sure what to do. Sometimes the family member has previously signed powers of attorney or other estate planning documents to address this situation, but sometimes they have not. What Read More
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