Blog Posts in September, 2017

There is no DO-OVER after Incapacity or Death What happens after the creators of a Trust (a.k.a. the Settlors) approach a point in time when their doctor detects signs of dementia? How long is it ...

Your (Testamentary) Word is As Good As the Paper It’s Written On A great rule of thumb in estate planning is to document your wishes, so they actually occur when you are gone. While the law definitely ...

“That’s Not What He Really Wanted” – a Beneficiary’s Famous First Words Estate administration can be so traumatic. Here is a typical scenario: Parent sets up a trust, then lets it sit in a drawer for ...

One can argue about the practical application in the life of learning about meiosis and mitosis, compared to “Wealth Management and Estate Planning 101.” While the former is needed as a means of ...