When Estate Planning Documents Have Errors
Michelle* hired an estate planning attorney to draw up a basic estate plan, including a…
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Trusts
Rumor v. Reality No. 1: Shelf Life of Estate Plans
Rumor: “I signed a Will, power of attorney and a living will 15-20 years ago.…
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In Estate Planning, Money Does Not Equal Love
A woman who identified herself as “T.S.” told a business advice columnist that her husband’s…
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A “Financial Love Letter”
A father in his 70s gave his daughter a file he titled “financial love letter.”…
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When Your Kids Don’t Share Your Values
A couple in their 60s recently posed an interesting question to a syndicated columnist: If…
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Four Critical Estate Planning Documents for LGBTQ Couples
While the right for LGBTQ couples to marry is relatively new, it is important not…
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Special Needs Trusts: Creating Financial Stability
To remain eligible for public assistance, someone who is disabled or unable to manage their…
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