Blog Posts Living Trust

Blog Posts in Trusts & Living Trust

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  • COVID-19 In-Person meeting policy change
    COVID-19 In-Person meeting policy change

    I continue to monitor the quickly changing recommendations and restrictions from our local, state, and federal government concerning the Coronavirus (COVID 19) closely. The health of our clients, the ...

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  • What Is the SECURE Act?
    What Is the SECURE Act?

    On May 23 rd , the House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, a bill that is currently being debated in the Senate. The bill contains more ...

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  • Help Your Executor Succeed With This One Tip
    Help Your Executor Succeed With This One Tip

    As an attorney who not only drafts wills and trusts, but also helps families administer estates, I have witnessed how not selecting the proper executor can lead to three unintended consequences. The ...

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  • The Single Most Powerful Indicator For A Child's Emotional Resiliency
    The Single Most Powerful Indicator For A Child's Emotional Resiliency

    Emory University found that the single most powerful indicator for a child's emotional resiliency is knowing their family history. This is why I like to personalize my documents to include client's ...

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  • Insight from Three Day Estate Planning Conference Key Speaker
    Insight from Three Day Estate Planning Conference Key Speaker

    This is why I love what I do. I am starting a three day estate planning conference and who is the key speaker? A woman who survived Auschwitz, communist Russia and marched with MLK. She talked about ...

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  • Using Long-Term Care Policies in your Estate Plan
    Using Long-Term Care Policies in your Estate Plan

    As we live longer, there have been unexpected costs associated with it. For those who need long-term care (LTC), the needs can range from simple tasks such as bathing, getting dressed/undressed and ...

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