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Notes on planning for the people you love

Wills, trusts, guardians, long-term care, and the questions families ask most.

June 29, 2022

WHY PUTTING YOUR FAMILY HOME IN A TRUST IS A SMART MOVE—PART 1

If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to…

June 4, 2022

Don't Let Your Kids Leave Home Without Signing These 3 Documents

As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue other life…

May 24, 2022

3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea

Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child during your…

July 28, 2021

Should I leave money for my child with special needs in my will?

No, and let me explain why—when planning for a loved one with special needs, you must be extremely careful and always work with an experienced lawyer…

July 25, 2021

Estate Planning For A Child With Special Needs: What Parents Need To Know

Estate planning is an obvious concern for all parents, but if you have a child with special needs, it’s crucial that you are aware of the unique…

July 21, 2021

5 Questions To Ask Before Hiring An Estate Planning Lawyer—Part 2

Since you’ll be discussing topics like death, incapacity, and other frightening life events, hiring an estate planning lawyer may feel intimidating…

July 18, 2021

5 Questions To Ask Before Hiring An Estate Planning Lawyer—Part 1

Since you’ll be discussing topics like death, incapacity, and other frightening life events, hiring an estate planning lawyer may feel intimidating…

July 18, 2021

Estate Planning

A well-organized estate is one of the most thoughtful gifts you can leave your family.

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