Linda's Guide to Leaving a Legacy

Estate Planning Issues for the Modern Family 

As the name suggests, ABC’s TV show Modern Family depicts the relationships and experiences between a fictional extended family. Throughout the course of the series, ...
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New Year Checklist

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Legal Perils of Gifts between Unmarried Couples 

Gifts that are given purely out of affection can create unintended consequences. This includes gift taxes and the relinquishing of control over the gift once ...
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5 Ways to Show Appreciation to a Caregiver 

November is National Home Care and Hospice Month, and Home Care Aide Week takes place the second full week of the month, November 12-18, 2022. The following is ...
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Choosing a Gift to Give to a Charity 

Since it is the giving season, let’s talk about charitable giving! You are not limited to donating cash to a public charity. Certain accounts or ...
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Sometimes, Two Heads Are Better Than One 

Your friends, family, and colleagues may play an important role in your estate plan. It is vital to appoint a fiduciary to act on your ...
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ESTATE PLANNING “TALK” AT THE THANKSGIVING TABLE! 

Thanksgiving is one of the best opportunities of the year to share quality time with loved ones. It’s also one of the only chances many ...
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A Month of Thanksgiving – Your Legacy!

The month of November is about reflecting on those things for which we are thankful. Estate planning includes more than just financial and legal matters. ...
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Celebrity Horror Stories: Estate Planning Gone Wrong Part 2

Inadvertently Omitting a Child  Michael Critchton. The famous author was survived by his fifth wife, who was pregnant. His will didn’t anticipate the birth of ...
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Celebrity Horror Stories: Estate Planning Gone Wrong 

Not Updating A Plan  Whitney Houston. Ms. Houston’s estate climbed to $12 million between when her will was written in 1993 her death in 2012. ...
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Celebrity Horror Stories: Estate Planning Gone Wrong – No Plan

Sonny Bono. Mr. Bono died after a skiing accident. He had no will, no trust. His estate was tied up in probate court for years. ...
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Domicile versus Residence

Legally there is a significant difference between one’s “domicile” and one’s “residence.” You can have as many residences as you want, but you can have only one domicile.  ...
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Powerful Provisions in Your Financial Power of Attorney

In a financial power of attorney, you designate a trusted decision maker (agent or attorney-in-fact) to act on your behalf if you become disabled or ...
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Three Steps You Can Take Now to Protect Your Artistic Legacy

An estate plan crafted by an experienced estate planning attorney is a legally enforceable set of documents that allows you to name who will have ...
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It is National Family Reunion Month!

Family reunions can be a wonderful time to ruminate about the past with your family, tell the old stories, remember some of the special times ...
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Five Questions to Consider when you Purchase a Vacation Property.

If you own or are considering the purchase of a vacation property or second home, it is important that you protect the property with a ...
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Happy Independence Day!

When we think of Independence Day and the American Revolution we think of freedom.  At its heart, estate planning — managing and disposing of your property how you want ...
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Happy Father’s Day!

Sunday, June 19 is Father’s Day, a celebration on the 3rd Sunday of June that honors fatherhood and paternal bonds, and the influence of fathers ...
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An Estate Plan Should Not Be a Set-It-and-Forget-It Endeavor

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 ...
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Two Essential Things to Add to Your Moving Checklist

The month of May means not only the end of the school year and the beginning of summer but also the beginning of the busiest ...
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