Dear Clients and Friends, “Deathbed marriages” between couples where a suitor (often a much younger one) marries someone with a short life expectancy due to age or terminal illness are usually looked upon with suspicion. However, not every deathbed marriage is an insidious … [Read more...] about “Deathbed Marriages” vulnerable to challenges
Estate Planning
The pandemic and the option of living with your parents or your adult children
Dear Clients and Friends, The way families are living day to day has changed dramatically over the past several months due to the pandemic. Most families have one or more parents working remotely, and many have one or more children in school remotely, part-time if not all … [Read more...] about The pandemic and the option of living with your parents or your adult children
Estate Planning and taking care of your minor children
Dear Clients and Friends, A living trust does not determine guardianship for a minor child. A living trust only discusses assets and the handling and distribution of those items to the intended beneficiaries. Most states adhere to the designation of guardian concept. It can … [Read more...] about Estate Planning and taking care of your minor children
Living with your parents (or adult children)
Dear Clients and Friends, The way families are living has changed dramatically over the past several months due to the pandemic. Most families have one or more parents working remotely and many have one or more children in school remotely part-time if not all of the time. The … [Read more...] about Living with your parents (or adult children)
Estate planning and one’s added peace of mind
Dear Clients and Friends, Many persons only get around to having a documented estate plan at the proverbial last minute, i.e. elderly and seriously ill. Others may write a simple will when they’re young but then fail to review or update it until something happens that makes … [Read more...] about Estate planning and one’s added peace of mind
When to sell your parents’ home: The tax consequences
Dear Clients and Friends, Let’s say you’ve known for years that you are inheriting your father’s home when he dies. Hopefully, you also know that he has a will that indicates clearly that the house will go to you. Now let’s assume that your father is no longer living in the … [Read more...] about When to sell your parents’ home: The tax consequences
