The best Estate Planners stay current on the latest trends. The American Academy of Estate... [Read more...]
Outdated Beneficiaries Could Cost Your Spouse Everything
Most people assume they know where their assets will go when they pass away—especially when... [Read more...]
Estate Planning: Communication Is the Key to Efficient Administration
You may look at estate planning as a simple matter of using a document to... [Read more...]
How Community Property Affects Your Estate Plan
When it comes to estate planning, the type of property you own can significantly impact... [Read more...]
Medicaid Crisis Planning: Why You Need It
Medicaid crisis planning helps you protect your assets and secure care when you're facing sudden... [Read more...]
Heath Ledger’s Estate: A Lesson in Updating Your Plan
Nobody expects the unexpected. When actor Heath Ledger passed away suddenly on January 28, 2008,... [Read more...]
Are Irrevocable Trusts Really Irrevocable – Part III
When I began practicing law, clients created irrevocable trusts with caution because the trust was... [Read more...]
Open Communication Can Prevent Estate Disputes
Most people don’t like surprises—especially when it comes to matters as sensitive as inheritance. One... [Read more...]
A Message from the Murdochs – Part II
As a reformed Trusts and Estates attorney, I have an unusual fascination with celebrity estates,... [Read more...]
Estate Planning Insight: Downsizing Can Streamline the Process
Have you considered how downsizing could simplify your estate planning efforts? You might think estate... [Read more...]
Why Is My Trust So Long?
One of the most common questions we hear from clients is: “Why is my trust... [Read more...]
Have Your Cake, Keep Your Savings
You’ve worked hard. You’ve saved diligently. You’ve paid into Social Security and earned your Medicare... [Read more...]