Contact me at:
Conditional trusts -- or trusts that require the beneficiary to meet certain obligations spelled out within the trust’s documents -- are often criticized. They essentially allow the deceased settlor of the trust to exert “dead-hand control” over their heirs’ futures....
Divorce is rarely something people consider “easy” to handle, no matter their age, but is it easier for some age groups than others? Not really. Your age and the length of your marriage do tend to make a difference during divorce in one significant way: What you focus...
Let’s face it, divorce can be emotionally trying and taxing. Things can get even more difficult if your spouse is uncooperative. If you have made up your mind to file for divorce, you are probably looking to break free from a broken marriage and make a fresh start in...
So you have created a comprehensive estate plan that outlines how you wish to have your assets distributed when you pass on? Congratulations! That’s just the start, however. To remain effective and reflective of your wishes, you are going to need to review and revise...
Many people set their ideas on a specific estate planning tool, such as an incentive trust or offshore trust, because someone they know uses one or because they have read good things about them in the press. That is a mistake. There is no standard way to make an...