As a mobile notary, I have spent the past decade jumping on the road after receiving a frantic request from a family member because Mom has taken a spill, Dad has to go in for heart surgery, or young Joey has had an accident and will be laid up in the hospital for an...
Guardianship refers to naming a surrogate parent for your minor children in the event that you and the other parent are unable to care for them. Normally, you nominate the guardian(s) in your Will. The court has final approval, but state laws generally require the...
Although Estate Planning is not only for the uber-rich, the errors made by the wealthy individuals in the public eye can provide a lesson for us all. As we examine a recent case, we are reminded why attorneys recommend that we keep our Trust and Will updated as our...
About three months ago a client, Tami, called me in a panic. I was the agent for her first home purchase a few years ago and we’d become friendly –getting together for a glass of wine every few months. It must have been a while since I’d checked in, because I was...
Often viewed as spoiled rich kids or adults drained of all ambition by an unnatural financial infusion, American society has a negative association with young people who inherit trust funds. While that stereotype may be unfair and overly broad, there are pitfalls that...