September 11, 2015
What To Do After Spouse Dies
Many find themselves at a loss regarding taking care of a loved one’s legal and financial matters after death. This post walks through the steps, incl...
Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.
September 11, 2015
Many find themselves at a loss regarding taking care of a loved one’s legal and financial matters after death. This post walks through the steps, incl...
August 18, 2015
The special needs community and its advocates are making headway as of late. Last month, the IRS proposed regulations for the new state-sponsored ABLE...

July 27, 2015
Updated Sept 2016 Few estate planning subjects are as misunderstood as probate. People generally do not understand why it may be needed. I have come a...
June 9, 2015
It’s natural that estate planning efforts focus on big-ticket items, such as real estate, business interests, retirement assets and brokerage accounts...
May 15, 2015
Most people do not want to think about, let alone discuss, the sexual habits of their parents. For most people, the elderly are asexual beings. They d...
April 7, 2015
If you are a veteran or if you have one in your family, you may be shocked to know that a Government Accounting Office Report to Congress in August of...
March 5, 2015
Estate planning, which can range from a non-complex Will or trust to sophisticated asset protection and dynasty planning and Powers of Attorney for Pr...
February 10, 2015
Late in 2014, the ABLE (“Achieving a Better Life Experience”) Act was signed into law. The law is aimed at achieving a manner in which those with spec...
January 29, 2015
It’s that time of the New Year where you might have made a resolution and may be diligently working on it. You may have thought to yourself during the...