Monthly Archives: May 2022

How do I title . . . Part II

Assets owned by an individual provide the landscape for an Estate Plan. This second part will analyze the effects that title to assets has...

Aging Parents & Estate Planning

The parent-child relationship is pretty well defined. Children generally don’t advise their parents. It’s the other way around. However, this dynamic can shift as...

How Do I Title . . . Part I

It’s impossible to fully understand Estate Planning without considering the goals of the clients, along with their underlying assets. After all, many of the...

What Makes A Will or Trust Invalid?

I often answer questions relating to the validity of Estate Planning documents. Sometimes, the testator or grantor simply wants to ensure that the documents...