Statements of Intent or Purpose in Estate Planning Documents Can Make A BIG DIFFERENCE

The reasons you, as a trustmaker, create a trust are certainly special and important to you, but your intent or purpose for creating a trust can also have significant legal ramifications. For this reason, it is often critical that a trustmaker express in writing their...

The Property Sisters: Will you soon be trying to find your way as empty nesters?

When The Kids Head Off To College – It’s A Good Time To Evaluate Your Home As your children graduate high school, college, or start their own lives, you have new things to think about as an empty nester. And when it comes to the home, there may be some emotional ties...
To Spring or Not to Spring?

To Spring or Not to Spring?

Springing Financial Powers of Attorney Estate planning is about more than preparing for the inevitable. A good estate plan should also consider the unexpected. Your plan may have detailed instructions for what happens when you are no longer around, but what if...

Is Your Client’s Well-Meaning Gift a Lucky Blessing (or a Curse)?

We all plan for “just-in-case” scenarios. When packing for our week-long vacation, we throw in a rain jacket even though the weather forecast is sunny—just in case. When helping clients plan for the future, it is also important to consider what will happen just in...

What to Do If You Are in a Fender Bender and How It Might Affect Your Estate Planning

  In the chilling words of George R. R. Martin’s fictional Game of Thrones characters, “Winter is coming.”    Along with this change of seasons comes a change in driving conditions in much of North America—slippery roads, rain, snow, less sunlight during the...