Estate Planning

This newsletter periodically describes the estate planning catastrophes befalling public figures who die without having wills, trusts or other estate planning documents in place. Famous…

Your house. Your car. Your spouse’s favorite recliner. The dining room table where your son-in-law asked for your daughter’s hand in marriage. These are all…

You’re done! After weeks of soul searching, intense discussions, and final document revisions, you sign each of your estate planning documents — your Will, Trust,…

As Judy Janetski’s article highlights, those of us in our middle years are part of the “squeeze” generation. We continue “raising” “our young adult children.…

Judy Janetski’s article reminds us that Health Care Powers of Attorney (HCPOAs) are a critical component of an effective estate plan. They are not, however,…

Estate planning documents are often forgotten until something triggers a need. My first "need" came in the year 2000. My husband and I were planning…