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Blog Posts in 2021

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  • Estate planning for beneficiaries with addictions
    Estate planning for beneficiaries with addictions

    Recovery from addiction can be a lifelong process - so how to handle this in your estate plan? Is this your dilemma? Your beneficiary suffers from addiction (e.g., drugs, alcohol, gambling, shopping, ...

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  • The Importance of a "Family Meeting" in Managing Your Estate
    The Importance of a "Family Meeting" in Managing Your Estate

    Planning your estate is more complicated than deciding "who gets what" - it should involve a more holistic approach to key aspects that ensure your wishes are implemented. As such, an important but ...

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  • 5 Things You Must Know About Estate Planning at Any Age
    5 Things You Must Know About Estate Planning at Any Age

    Do you already have an Estate Plan or need to start from scratch? Did you know that changes in estate planning law are being considered in 2021? Women Investing in Security and Education (WISE) will ...

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  • The Dangers of Undue Influence in Trusts and Probate
    The Dangers of Undue Influence in Trusts and Probate

    Has this happened to someone you know? An elderly widowed father remarries to a much younger woman. Within a year, concerns about abuse arise (e.g., emotional, withholding sex/affection, etc.) and the ...

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  • The Importance of Funding a Trust
    The Importance of Funding a Trust

    Scenario: Your widowed father, who was always a do-it-yourselfer, met with his attorney and prepared an estate plan. Wanting to save a bit in legal fees, he planned on handling all the paperwork in ...

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  • Estate Planning for Blended Families
    Estate Planning for Blended Families

    There are a multitude of issues to iron-out when families blend together, such as shared living space, sleeping arrangements, transportation, after-school care, visits with ex-spouses, college funding ...

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