Imagine you’re at a family reunion, and your eccentric Uncle Bob starts discussing how he’s become a “Grantor.” Your cousin Sarah rolls her eyes, assuming it’s just another of Bob’s quirky hobbies. But little does she know that Uncle Bob might be the most intelligent person at the picnic table. I can tell you that...Read More

Regarding estate planning, one of the most essential tools available to individuals is a trust. Think of a trust as a box with an instruction manual. The instruction manual controls what’s in the box and where it goes at the time of your passing. But here’s the catch – if nothing is in the box,...Read More

As a grandparent, you’ve probably spent countless hours doting on your grandchildren, showering them with love, and creating precious memories. But have you considered how you can continue to support and protect them long after you’re gone? As an estate planning lawyer, I’ve seen firsthand how grandparents can play a crucial role in securing their...Read More

As parents of children or adults with special needs, we often find ourselves lost in thought about their future. We picture a world where they’re safe, happy, and well-cared for, even when we cannot guide them. But here’s a hard truth many of us have faced: sometimes, despite our best efforts, Plan A doesn’t pan...Read More

Have you ever thought, “I love my children, but when it comes to my future care, they’ll probably end up in a battle royale”? You’re not alone. As a will lawyer, I’ve seen countless families grapple with this concern. Many of us dread addressing the elephant in the room: what happens when our adult children...Read More

Owning undeveloped land can be an exciting investment, full of potential and possibilities. However, when it comes to including this asset in your estate plan, there are unique considerations to remember. As an estate lawyer, I often work with clients to ensure their raw land is adequately addressed in their estate planning documents. Here’s what...Read More

When you decide it’s time to get serious about your future, you might be surprised to learn that you need not one but two professionals in your corner: an estate planning lawyer and a financial advisor. Many assume these roles are interchangeable or that one professional can handle it all. Spoiler alert: they are two...Read More

The Graceland scam highlights a chilling reality: when someone passes away, their estate often becomes public record. This means anyone, including opportunistic scammers, can access details about your assets and your beneficiaries. This vulnerability can lead to various schemes, from simple pressure tactics to complex legal maneuvers aimed at diverting your hard-earned wealth. How Trusts...Read More

If you’re a new doctor building your practice or a seasoned physician branching out on your own, it’s time to give serious thought to asset protection planning. Did you know that doctors are among the top professionals targeted in lawsuits? It’s not a matter of “if” but “when” you might face a claim. In New...Read More

Being named a trustee is an important responsibility, but sometimes life throws unexpected situations your way. When a loved one is hospitalized and you have to step into the trustee role, you might feel overwhelmed and uncertain about what lies ahead. Here’s a guide on how to navigate your new responsibilities and ensure your loved...Read More