Estate Planning, Probate, Power of Attorney Blogs & More

• Posted in: General interest

With the US housing market continuing to struggle, Congress passed a comprehensive bill designed to curb foreclosures and to extend additional credit to two of the nation’s leading mortgage lenders. On July 30, President Bush signed the measure into law. Some of the key provisions of the bill include the following: – $300 billion in […]

• Posted in: Estate Planning

When you imagine leaving your hard earned money as an inheritance to your children or beneficiaries, chances are you imagine it supplementing their income, allowing them to have some of those “little extras,” saving them from having to struggle quite as hard as you did, helping them to take care of their family. What you probably […]

• Posted in: Asset Protection

Recently we have quite a few clients deciding to tie the knot. Do dating and estate planning go hand in hand? They do if you are one of the lucky people finding romance late in life. With people living longer than ever before—and staying healthy and active longer as well—there are more cases of people […]

• Posted in: Asset Protection

On a scale of one to ten, how high would you rate your retirement angst? If you are a woman, you’re likely to rate your worry higher than men rate theirs, according to this new study by MIT AgeLab. This begs the question; are women just more inclined to worry, or are their fears justified? […]

• Posted in: Special Needs Planning

What is the ideal future you imagine for your special needs child when you look ahead? It might look something like the life of Frank Calloway; living to a contented old-age, spending time with memories of the past and engaged in an activity which brings great pleasure and peace. Most of all, looked after by […]

• Posted in: Current Affairs

There has been much noise made in the news recently about Leona Helmsley giving all of her millions to her dogs. But if you leave aside the incredible amount she left, her actions are not all that unusual. There are many people whose definition of family includes a beloved pet; and for those people, providing for […]

• Posted in: Estate Planning

Just about any estate planning attorney will tell you that the process of creating a plan is almost always initiated by one partner (usually the wife) with the other partner merely along for the ride.  It’s not always easy to get your other half on-board. The fact is that estate planning is best done as […]

• Posted in: Estate Planning

One of the most common questions asked during the process of creating a trust is “Is it better to have an individual or a corporate trustee?” The easy answer to that question is that there is no easy answer. There are advantages and disadvantages to both, and the best choice for your trust will depend […]

• Posted in: Business Planning

“Happiness is having a large, loving, caring, close-knit family . . . in another city” — George Burns I just returned from a nice visit with my parents and brothers who live in beautiful San Francisco area. To those who start hyperventilating at the mere thought of a family reunion it’s almost inconceivable that there […]

• Posted in: Asset Protection

When it comes to retirement plans there is no one-size-fits-all situation. And not all plans are created equal. A traditional family will need a different plan than a blended family with stepchildren; a divorced man will need to plan differently than one who has never been married. How can you know which plan is right for you? The […]