Tag archive: inheritance

Estate Planning for the Brady Bunch

As if estate planning didn’t already seem complicated enough, blended families now make up a growing portion of our demographic and pose many additional considerations when trying to plan for the transition of their estate. When I started my practice as a wealth planning attorney, I would say about two out of ten families that…

What You Don’t Know Can Hurt You

So I’m an estate planner …well … what’s that mean? That’s a question I get all the time, whether by a prospective client or a neighbor or somebody sitting next to me at the bar.  My answer: I make things easier for families during the worst possible situations.  Whether that is a result of a…

Trouble in Transition

“Life is pleasant. Death is peaceful. It’s the transition that is troublesome” By Isaac Asimov, American science fiction novelist and scholar Though it may not be exactly what Isaac Asimov meant, I couldn’t help but think about his quote this past week as my family faced the unexpected and WAY too soon passing of one…

What will happen to your castle? Keeping it real and keeping your real estate out of probate – Part 1

“There is only one god and his name is Death.  And there is only one thing we say to Death: “Not today.”  – George R.R. Martin, A Game of Thrones  Wouldn’t it be nice if we got the chance to actually say “not today” so we could spend that day getting all of our ducks…

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