Contact me at:
Learning that a child raised and loved isn't biologically yours can shatter you in ways that are hard to put into words. The emotional pain is real and crushing. But the financial implications that follow can make an already painful situation feel impossible. Knowing...
Families who own homes or land in more than one state often face added complexity when planning for future transfers. Since each state has its own probate rules, tax structure and property laws, a plan that works well in one jurisdiction may create delays or added...
A trust can be added to an estate plan to protect assets from probate, estate taxes and debt collectors. Assets in a trust are managed by a trustee, and it’s critically important to make sure that you choose the right party for that role. Before choosing your trustee,...