Blog

Making a Change: Working with a New Estate Planning Lawyer

Many of us hesitate to change professional relationships, especially regarding legal matters. I often meet people who feel "tied" to their original estate planning attorney, even when that relationship no longer serves their needs.
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Right-Sizing Your Trust: What Really Matters

One of the most frequent questions I hear is, "Is my estate large enough to justify a living trust?" Behind this question often lies a deeper concern: "Am I making the right choice for my family's future?" Let...
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Thoughtful Gifting: Your Guide to Supporting Your Grandchildren’s Future

I often meet grandparents who want to financially support their grandchildren while ensuring their generosity doesn't inadvertently create complications. Whether considering college funding or creating a lasting financial legacy, strategic planning can help maximize your gift's impact.
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What Happens to Student Loans After Death?

As a probate attorney, one of the most common questions I hear from families is about student loan debt after death. With student loan debt in America reaching unprecedented levels, this topic affects many families during probate administration.
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Your Inherited IRA May Be at Risk

You've carefully built your retirement savings over decades, but did you know that once inherited, these accounts could be vulnerable to creditors? As an estate lawyer, I've seen too many families surprised when inherited retirement accounts they thought...
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