Your spouse’s passing is among the hardest hurdles you’ll ever face. When you’ve built a life with another person, losing them does not just mean losing your best friend and biggest supporter, it also means losing a part of who you are. Your partner is gone, and the...
Confidently choosing the right trustee for any trust is a difficult and extremely important decision. The decision becomes even more important in the case of choosing the right trustee for the trust you have created to protect your loved one with special...
Anyone with children knows the worry of what will happen to them when you’re gone. After all, even sturdy, successful kids can be knocked off their feet which is why many parents try to leave a cushion in the form of an inheritance. Doing so means building a financial...
Daylight savings is now behind us and spring is officially in the air. As winter thaws, trees start to regain their foliage, and the first tulips begin peeking out, the world feels flush with energy. New life is everywhere and with it, newfound motivation. Spring is...
I met with my longtime client Stan to review his planning. Stan is a widower and his daughter, Anna, is his only child and sole beneficiary. His assets are well below the estate tax threshold. He has retirement savings, personal property, and a house. During our...
Whether you have been married 5 years or 50, you may have a common estate planning concern: what if one of you dies and the survivor remarries? A new relationship after the death of a spouse does not necessarily diminish the love the survivor had for the deceased...
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