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Summer That Lasts a Lifetime

Summer is winding down and if you are one of the lucky ones, you got to spend some time at a family vacation home. How do you make sure your children and grandchildren can enjoy that second home as much as you did?

The question for owners of vacation homes in planning their estates Continue reading

Adult Guardianship Abuse

A growing problem with adult guardianship abuse is giving rise to calls for reform of the system. Vulnerable elderly can get caught in the guardianship system, being harmed and exploited by the very process that is supposed to protect them.

A guardian is someone appointed by a court Continue reading

Let’s Talk Disabled Beneficiaries

Just before the end of 2019, Congress passed and the President signed a spending bill that includes significant changes to retirement savings accounts. Known as the Setting Every Community Up for Retirement Enhancement (SECURE) Act, this legislation changes rules around retirement Continue reading

Protecting The Children

While Estate planning and Asset Protection is essential for everyone, this month, I have stressed why it’s an absolute must for the LGBTQ+ community. In Planning With Pride Part 1, I encouraged you to be proactive about planning, so that you can protect your assets from random family Continue reading

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