We recently came across a client that didn’t have children and their Will calls for giving assets to heirs. The problem is that we don’t...

One of the classic investing techniques was to keep retirement accounts growing tax free as long as possible. The longer you deferred...

Recently, I had a series of cases in which families waited too long to prepare estate planning documents. Both cases were surprises to...

One question that’s been coming up lately in our office is: what happens with a trust when I die? The answer is different for everyone...

Disclaimer: These are real legal issues that the firm deals with but the stories surrounding them are fictitious in nature. Unless...

The great thing about using trusts is that you can customize personal provisions. Heads of family often want their legacy to foster...

The question of whether a spouse can disinherit another spouse is not an easy question as the law may be changing. The seminal case on...

Attorney Mario Correa, from CORREA LAW, P.C. guides us through creating a Last Will as a horse person. What are the steps involved in...

Cuando eres un asesor de confianza, debes ser consciente del abuso de las personas mayores y comprender las señales. A menudo hay un...

When your a trusted advisor, you need to be aware of elder abuse and understand the signs. There is often a point in a client’s life...

Nancy’s financial advisor told her she needed our help. He insisted. Her husband, in his 40’s, had been scheduled for surgery but his...

An elderly couple was found dead on August 7, 2019. It was murder suicide where the husband Patrick Jones, 77 years of age, fatally shot...

Una pareja de ancianos fuera encontrada muerta el 7 de agosto del 2019. Fue un asesinato suicidio donde el esposo, Patrick Jones, de 77...

Cuando un beneficiario recibe una herencia, los activos reales que reciben pueden tener consecuencias legales. En el momento en que un...

When a beneficiary receives an inheritance, the actual assets they receive can have legal consequences. At the time a loved one passes,...

Who steps up to the plate when a loved one is no longer able to care for themselves? This assumption is based on tradition. It is...

How I Was One of the Last to See Notre Dame Cathedral While I tend to want to keep my blog posts less personal, here is one where I...

Los dueños de negocios se enfrentan a un problema único al morir. A diferencia de las acciones que cotizan en bolsa donde hay un mercado...

Business owners face a unique issue at death. Unlike publicly traded stocks where there is a ready market to purchase these assets, a...