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...

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...

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...

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

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...

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...

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

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

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...

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

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...

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

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...

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

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