In 2016, the legendary musician and actor Prince died of a fentanyl overdose. He left behind an incredible legacy, significant assets, many relatives, and, unfortunately, no will and no trust. It took six years and tens of … [Read more...]
Print This PageSpecial Alert to Existing Clients and Potential Clients
June 3, 2016 by
YOUR LIVING TRUST MAY HAVE OUT OF DATE PROVISIONS AND NEED TO BE REVISED AS SOON AS POSSIBLE.A once-popular estate planning tool, called a "Credit Shelter Trust” or – also called a "Bypass Trust" or a "Family Trust” -- may now … [Read more...]
Print This PageThe Estate Planning of Prince, Harper Lee, and David Bowie
April 26, 2016 by
In 2016 so far, we have said farewell to some of the most legendary names in music, film, literature, and television, including Prince, Harper Lee, and David Bowie — all within the first four months of the year. While nothing can … [Read more...]
Print This PageTom Brokaw Doesn’t Know Where His Living Will Is. Do You Know Where Yours Is?
June 30, 2015 by
Tom Brokaw and his daughter Jennifer appeared at the TEDx Stanford conference, speaking on the subject of end-of-life health care options. Brokaw began the dialogue, framed as a conversation between father and daughter, by asking … [Read more...]
Print This PageWhat Type of Baby Boomer are You?
June 2, 2015 by
Baby boomers, or those born between 1946 and 1964, make up nearly 30% of the U.S. population. With this group reaching retirement age, new concerns are emerging when it comes to planning for retirement and long-term … [Read more...]
Print This PageCommon Misconceptions about Revocable Trusts
August 5, 2014 by
Recently, CNBC posted an article on their Website about the benefits of trusts, entitled “Heir Tight: The Do’s and Don'ts of Creating Rock-Solid Trusts.” The article provides some very good information about why most people should … [Read more...]
Print This PageFree Seminar: Who Will Pay for Your Long-Term Care?
February 15, 2012 by
Many people approach estate planning attorneys in order to determine how their assets will be divided among survivors after their death.Unfortunately, a huge number of them skip a step and don’t take the high likelihood of … [Read more...]
Print This PageHow to Avoid Losing Massive Amounts of Money to a Nursing Home
May 4, 2011 by
When older adults think of estate planning, many actually have asset protection in mind. What they want is the peace of mind of knowing that the nest egg they’ve been saving for that proverbial “rainy day” will actually be … [Read more...]
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