January 24, 2017

Trust and estate planning often comes down to three questions: Who gets what? How do you minimize taxes? And, once a trust has been set up, who is in control? Unfortunately, it's easy for a family to bungle any one of the three. That's especially so if you don't have a...

January 24, 2017

  1. Consider putting in place a durable power of attorney, an advance health care directive and organ donor papers.

  2. Write down, in your own words, how you want your assets to be distributed after your death. Review all contracts and beneficiary designati...

January 17, 2017

I’m not going to lie. Lately I’ve noticed parents sidesteppping me at social gatherings. Whether I’m at a cocktail or a kiddie party, as soon as I say what I do these days, it seems I’m about as popular as pinkeye.

I write about estate planning. Turns out, over half of...

January 3, 2017

I want to highlight some of the most common estate planning mistakes I think people routinely make (knowing that I can’t possibly cover them all in one column). You will notice that I’m not going to discuss the estate tax beyond saying that very few people are subject...

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