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 where they will experie...

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 prognosis was poor. ...

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 his wife Patricia J...

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

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 typically what we saw ha...

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 learned a valuable lesson...

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

Nothing gets client’s angrier than seeing a child’s ex-spouse attempt to access an inheritance. While an inheritance is not part of the marital estate, it m...

A parent being separated from some of her children is a tragedy we too often see. The facts scenario is very common. An elderly parent becomes frail due of...

Don't miss out on #MoneySmartWeek. All of our #workshops are informative and FREE. Listen to an experienced attorney in Estate Planning and come prepared wi...

Who do you trust? When implementing estate planning you select individuals to take care of your assets, your person, and your minor children in the event yo...

If you search the internet to attempt to understand a Trust, you may walk away more confused than when you began. In this article, you will learn exactly wh...

The issue of elder abuse is well documented. However, a less known form of injustice is that of the child caregiver. This article will discuss the issues of...

One of the benefits of estate planning is avoiding the need to go to court. There are a multitude of other benefits as well but that goes beyond the scope o...

What are the initial issues we should be considering when a loved one dies?  The dynamics range as much as the difference between families. Here are a few ru...

When you die, someone is going to need to handle your #financial affairs.  For purposes of this article, we will refer to that person as your #trustee.  So, w...

Psychology teaches that we are more likely to keep resolutions adopted at the beginning of the year or the beginning of new month. There is something about f...

I was speaking to another elder law attorney (practiced in a different state) about a unique client he had – it was a judge’s mother. That judge knew what yo...

Families operate inside of roles, implied agreements, and certain understandings that have been en grained over time. As the father of three boys, I see the ...