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Challenges and Choices for Widows and Widowers

There are few things in life more challenging than dealing with the death of a spouse. You are grieving. You are in shock. You are overwhelmed. You also have so many questions. And on top of that, you have mentally created your own laundry list of decisions and a...

What Should You Look For in an Estate Planning Attorney?

When you need to find an estate planning attorney, the first thought that springs to your mind might be to do an Internet search, talk to attorneys who have done other work for you, or even ask friends for referrals. Who knows — perhaps this basic search might get you...

What is a Heritage Trust, and why do I need it?

Several clients have asked recently about Heritage Trusts and why they might need them. The short answer is that it is an extra layer of protection to ensure your “stuff” ends up with the intended beneficiaries. But I prefer to explain it this way: Imagine for a...
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