4 Estate Planning Steps You Must Take After the Death of a Spouse

August 17, 2017

When a spouse passes away, thinking about “the estate” might be the last thing on your mind. And while it’s necessary to give yourself ample time to process the loss of your partner, it’s also imperative you talk with your estate planning attorney sooner rather than later — or you might be facing some pretty unpleasant consequences. Continue reading

Having a Trust that is Both “Dated” and Irrevocable can be Hazardous to your Wealth.

July 26, 2017

Irrevocable trusts that were set up a few years ago (as well as many trusts that are still being set up today) which have provisions that are “etched in stone,” may later, due to changing laws or family circumstances, operate in a way that was completely unexpected. Continue reading