Dear Clients and Friends, If you’re like most people, you don’t like to contemplate your own mortality. After all, you’re enjoying life and if you’re in your 50s, 60s or even 70s, that’s not really considered very old these days. That feeling is why so many older Americans … [Read more...] about When and how to talk to your adult children about your finances
Family Law
Relocating with kids after divorce
Dear Clients and Friends, How hard would it be for you, as a divorced parent, to relocate with your children? In some states, a parent with custody must give the other parent (whether that parent has shared custody or not) written notice of his or her plans. If the other … [Read more...] about Relocating with kids after divorce
Same-sex couples should consider prenups
Dear Clients and Friends, As is well known the U.S. Supreme Court has legalized same-sex marriage throughout the country and a lot of gay couples who have lived together for many years have, or are getting married. And while every engaged couple should at least give some … [Read more...] about Same-sex couples should consider prenups
Avoid these mistakes when setting up a trust
Dear Clients and Friends, When setting up a revocable trust, you need to be diligent about asset transfers, beneficiary designations and funding formulas. Failure to complete certain steps can prevent the trust from acting as you intended, creating additional cost and … [Read more...] about Avoid these mistakes when setting up a trust
Naming a guardian for your children
Dear Clients and Friends, Resist the urge to avoid naming a guardian as part of your estate plan simply because it’s not easy to imagine someone else raising your children. If you don’t, you leave the guardianship of your children up to the courts if you pass away. Think about … [Read more...] about Naming a guardian for your children
Challenging a quitclaim deed
Dear Clients and Friends, The next-door neighbors convinced your aunt to sign over the deed to her house. Your stepfather’s long-lost son came to visit and walked away with a quitclaim deed to the family cottage. What do you do when you suspect someone did something “fishy” to … [Read more...] about Challenging a quitclaim deed
