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Will These Decisions Undermine Your Estate Plan?

Every adult, especially a parent, should have a Will or trust.  However, that is not the end of your estate plan.  Even if you have a Will or trust, other decisions you make can still undermine that plan. Take the example of a widowed parent who wants to divide her...

Is it Your Estate Plan or the Plan Chosen for You?

Is it Your Estate Plan or the Plan Chosen for You? One of the most enjoyable parts of my practice is the opportunity to work with people creating an estate plan. As we discuss the issues that matter most to them, and tailor a plan to address those issues, they often...