Over my career as an estate planning and elder law attorney, I swear I have seen just about everything. I cannot remember a fact pattern that
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Factors to Consider When Selecting a Guardian for Your Children
When I ask my clients what is driving them to come see me for estate planning, I usually get the same answer; we want to
What is the Worst-Case Scenario if I Don’t Plan?
What is the worst-case scenario if I don’t plan? This is a question that was raised to me several years ago by a client,
Having “The Conversation” or “The Talk” With Your Adult Children About Their Inheritance
It is very rare for us to assist a family with their estate planning that we are not asked from the parents whether or not
Details about Wills
There’s no escaping death. It’s a fact of life. But having your affairs in order helps eliminate some of the stress and anxiety during a
Texting Your Will
In the U.S., laws about what constitutes a valid legal will have not changed very much since the Declaration of Independence. Most states still follow
Tax Issues on the Family Home for Loved Ones
NJ.com’s recent article, “Complex inheritance taxes on a home,” explains the valuation of a home based on its fair market value (FMV) on the date
Executor Seeks to Resign from Role in Texas Lawyer’s Estate
When the famous Texas attorney John O’Quinn died in 2009, he had over 1,200 automobiles—but no children and no heirs. Gerald Treece, who was a
Don’t Over-Think Your Estate Planning
The psychological issues in deciding how to leave your assets can be the hardest part of the process, says Wilmington Biz in the recent article,
How Do I Collect as the Sole Beneficiary for a Family Member Who Lives Out-of-State?
NJ.com’s recent article, “Inheriting money from out-of-state relative,” explains that with a power of attorney, you will be able to manage the family member’s affairs
Estate Planning with No Heirs
Some people have a somewhat unique estate planning challenge: they’re childless and not sure what should happen to the assets they leave behind or whom
Check on Your Beneficiaries…Today!
When you pass away, what you leave to your loved ones is important, but so too is how you leave those assets. Making certain that