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  • September 2014 Newsletter Every single adult needs to have an advance health care directive written, signed and in place. This includes your children, as soon as they turn 18. This includes you. This includes your parents.
  • Fall Edition 2014 Newsletter When we talk about retirement, most of us are still thinking about our parents’ retirement and how they did – or did not – plan properly for it. It’s no big stretch to think that our retirement will differ significantly from that of our parents, but there are still lessons to be learned from them in preparing.
  • Back to School Edition 2014 Newsletter As hard as it is for all of us to “plan” for our deaths, doing so is one of the best things you can do for your family. Adding to their grief and pain by giving them no clue as to where to find your personal and business paperwork should not be a memory you leave behind.
  • August 2014 Newsletter If you own real estate, chances are you have purchased insurance to protect your assets against damage or loss. But have you taken the necessary steps to protect your assets against lawsuits or probate?
  • July 2014 Newsletter While most parents have the best intentions when it comes to teaching their children about handling finances wisely, sometimes the lessons don’t take. In addition to concerns about spendthrift behavior, some children experience problems with substance abuse or have mental issues that make giving them access to wealth a problem. This is where a trust can be a parent’s best friend.
  • Summer 2014 Edition Newsletter Chances are if you are an entrepreneur, you have a little “issue” when it comes to controlling everything about your company — in other words, you find it hard to trust others when it comes to your "baby."
  • Independence Day Edition 2014 Newsletter When you were a kid, your parents probably dreaded the talk they had to have with you. You know the one. Well, now that you are an adult, there’s a talk you need to have with your parents that is likely to be just as awkward – which is why so many of us put it off.
  • May 2014 Newsletter With so many remarriages in America today, you or a family member may be part of a blended family. Balancing the needs of everyone in a blended family can be a complicated task, especially when it comes to estate planning.
  • About the Planning Session About Planning Session
  • Duties of a Successor Trustee Being a Successor Trustee comes with great trust and responsibility. It’s natural to feel overwhelmed. That’s where we come in. Our role as the trust administration attorney is to help you carry out your duties.