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When I use the word “trust” in a consultation, people often quickly tell me that they don’t have enough money or assets to require a
One of my passions is financial education. As a CPA and estate planning attorney, I believe financial education is one of the most important parts
Are you going through a divorce, or have gone through one recently? If you’ve ever had the passing thought that your ex-spouse is still named
The 50th anniversary of the Vietnam War will be commemorated in Orlando, Florida on April 5, 2018. My husband is a Vietnam veteran. As we
If you own out of state property, it’s almost a certainty that you and your family will be better served by a trust instead of
Recent surveys from Caring.com show that only 42% of U.S. adults have estate planning documents. The following cases could have been easily avoided with those
This blog was originally written after Hurricane Irma. Houston under water. Puerto Rico destroyed. Central Florida battered. Natural disasters such as Hurricane Irma can be
It’s wonderful to live in the 21st century, where Amazon orders often arrive less than 24 hours after being placed, even on Sundays. Movies are
Mother’s Day is approaching. How are you planning to celebrate Mom this year? Flowers always are a safe bet. Perhaps you and your siblings could
Creating an estate plan is often an emotional exercise. For some individuals, engaging in thoughtful decision making regarding the orderly distribution of one’s assets provides