For some families, the Guardian and the Trustee may be the same person. In other instances, there is good reason to break up the Guardian and Trustee roles.Read More
Who is your Digital Executor? Selecting the person authorized to close, delete, store, download or maintain your accounts and valuable files is as vital to your future planning as naming the executor of your will.Read More
When writing wills with clients, I find that many people do not have a ready response to this traditional estate planning question: “What would you like to have done with your remains?”
Religious, cultural and family traditions may offer answers. In the absence of tradition, clients may feel unmoored.
Guardianship for children, legal instructions for their care and well being is often the motivating force for many parents to schedule their first appointment with me and begin writing their will.
There are times when the American healthcare system will do anything to prolong life, even beyond the point that many patients consider reasonable. The results can be expensive and put a strain on our healthcare systems.Read More
I move in a world of new parents where sleep is considered a luxury. Long-term planning often gets pushed aside to get through daily to-do lists and giving attention to little humans.Read More
Inherited wealth sounds like a wonderful thing at first glance, and it is -- most people would rather have it than not! But few people acknowledge the emotional baggage that comes with family money.Read More