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A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can help your family avoid a potentially disastrous will or trust contest. If you are concerned about challenges to your...
Most families are happy families. They get together for the holidays, share laughs, and tell stories. Everyone gets along and enjoys each other’s company. Then, the matriarch or patriarch dies. Suddenly, years of pent-up resentment and hurt feelings bubble to the...
Many of my clients have told me that they do not wish to tell their children or other loved ones ANYTHING about their estate plan. This is because they believe that their heirs will begin to “count” their money before they have died; or at least count on receiving...
Last March 2023 we described the efforts of Senator Jehlen and Representative Hogan (H1274/5773) to sponsor a bill in the Commonwealth legislature that would enable seniors to use special needs pooled trusts without penalty to pay for important services and care not...
A resume is a snapshot of your experience, skill set, and education that provides prospective employers insight into who you are and how you will perform. Imagine not updating your resume for five, ten, or even fifteen years. Would it accurately reflect your...
As we all know, life happens. There is really nothing we can do about it. However, some of the most common life events can have a dramatic effect on your estate plan. If you think your estate plan is like a slow cooker and you can set it and forget it, you and your...
