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Benefits of Having a Revocable Living Trust

Avoid a costly and lengthy probate case in Court. Transfer property in the privacy of the attorney’s office—not through court. The administration of the trust is not a public event and information is not a public record. Protect yourself (especially in old age or

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Family and Wealth Planning
Life Planning & Beyond

Please beware! Legal v. Medical Powers.

What is a Durable Power of Attorney? Is it enough to make medical decisions? First and foremost, a Durable Power of Attorney and a Health Care Power of Attorney (also known as Health Care Directive or Health Care Proxy) are two different documents. A

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102 years-old and counting . . .

About two years ago I had a client walk into my office with very little difficulty. He was 97 years old. He was ready to put his estate plan in place. The conversation turned more into his cardiologist (the one who over twenty years

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