Blog

With Thanksgiving and the winter holidays coming up, there are at least two prime opportunities to get families all under one roof and talking. Estate

Talking about death can be difficult for most people. However, one thing is certain: it is going to happen, and someone else is going to

An 85-year-old man who bobs between residences in Australia and the State of Washington is not an “elder” for purposes of California’s Elder Abuse Law,

With interest rates at historic lows—for the time being—wealthy families are turbocharging their estate-planning strategies by pairing intrafamily loans with trusts. In late 2009, a

Estate planning frequently addresses property transfers in contemplation of death while elder law considers retirement income issues. While it is easy to consider the two

Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you

You don’t have to be a CEO or multimillionaire to benefit from a trust. If you have highly specific wishes on how and when you

It may be an unpleasant task to think about your own mortality, but the fact is, writing a will is one of the smartest financial

Estate planning requires clients to prepare for a future they won't be here to see. That idea can be disconcerting, so it's no surprise that

The widow of Ernie Banks is scheduled to meet in person next month with the longtime caretaker named as the sole beneficiary in his will

Business and asset owners (including farming operations), at some point in their career lives, must ask the eternal question, “What happens when I’m gone?” Answering

Addressing your aging parents’ finances is not easy. Several years ago, when Gwen's mom started showing signs of memory loss, she had conversations with her