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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special needs
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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LGBTQ Estate Planning
Bill* had a lot of debt when he unexpectedly died. His partner of 30 years,…
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Communicate with your kids before leaving unequal assets
When it comes to leaving money to the kids, some parents struggle to reconcile “equal”…
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