Many of our clients come to our firm not just for an estate plan, but as part of a larger goal to get serious about their finances and protect their assets and family. An estate plan is a HUGE step toward that goal, but it is only one step. Other steps include being proactive about […]
Read moreShakespeare wrote about the seven ages of man, in which he describes the human journey from helpless child to adult and back to helpless child again: “…Infant, schoolboy, lover, soldier, justice, pantaloon, and second childhood, ‘sans teeth, sans eyes, sans taste, sans everything’”. Anyone who has had to watch as their parents age knows how […]
Read moreIt is human nature to want to be as informed as possible before making big decisions, and although we all know how important it is, the decision to create an estate plan is a BIG one. Most people like to do a little research and asking around before putting themselves at the mercy of an […]
Read moreGoogle is getting into the healthcare industry. Google recently made it possible for individuals to store their healthcare records online through their Google Health Records Management Service, a move that has met with mixed reviews. Even more recently, Google Health has started offering another, similar, service: storage of your “end-of-life wishes” along with your healthcare […]
Read moreEveryone knows that March and April are tax season, when everybody scrambles to get their taxes done, mailed off, and out of mind for the rest of the year; but according to this article from Reuters the taxes you pay in April can be significantly lower if you take the time to think about them […]
Read moreThe recent unveiling of Michael Jackson's will has brought up a lot of questions about wills, trusts, and estate planning: Why is his will so short? Does this mean it doesn't work? Where is all his money going? And then there's the statement that makes any estate planning attorney shudder in protest: I guess trusts […]
Read moreEvery good will or trust will say something about paying the executor’s “final expenses,” otherwise known as funeral and/or memorial costs. As a small portion of what can sometimes be a very large and intricate document, this “final expense” clause can seem unimportant—but our firm knows better. We know just how important this pre-planning can […]
Read moreA good friend called and told me all the things that went wrong yesterday. Anyone who has been around long enough knows that accidents happen, Murphy’s Law does exist, and things have a tendency to go wrong occasionally; computers crash, fires happen, pipes break and flood your home. And sometimes things just get lost during […]
Read moreThe past week has been filled with media speculation about Michael Jackson and his will: Did he have one and what might be in it? Well the waiting is finally over… kind of. It turns out Michael Jackson did create a will, which was submitted to the California probate courts earlier this week. The will […]
Read moreMany people come into our offices thinking that the estate plan we help them create will be quick, easy, and above all the end of the line. They hope that once this item is crossed off the to-do list they can breathe a sigh of relief and never think about it again. For some people […]
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