What am I forgetting?

So much is being said in the news about dementia that I thought we should discuss why being occasionally forgetful is not such a concern.  To the contrary, our memory may not always be so important.  A recent article explains how forgetting is actually useful.  By forgetting information that is stale, we are enabling ourselves… Read More

So, You’ve Been Appointed Trustee of a Trust? Here Are 9 Do’s and 1 Don’t

Whether it’s an honor or a burden (or both), you have been appointed trustee of a trust. What responsibilities have been thrust upon you? How can you successfully carry them out?

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What exactly is a Personal Representative or an Executor?

Many clients ask me what will be required of their “Personal Representative” or “Executor” when they pass away; and are concerned about their family members being required to undertake such a responsibility.   Here is some information to pass along to their family and to hopefully shed light on the duties required by the position. A… Read More

How to Handle Sibling Disputes Over a Power of Attorney

A power of attorney is one of the most important estate planning documents, but when one sibling is named in a power of attorney, there is the potential for disputes with other siblings. No matter which side you are on, it is important to know your rights and limitations.

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Congrats! Your child is accepted to college… now what?

Preparing to send your son or daughter to college is one of the most exciting, and nerve-wrecking times for a parent! You’ll worry whether they will eat properly, study enough, and get enough sleep. While you can’t help these everyday concerns, you can prepare for the big ones: if your son or daughter has a… Read More