We launched a new program!

How this program may help ensure your estate plan will never let you & your family down at the critical moment   We hear it all the time when talking about estate plans—“I already have an estate plan in place, so I don’t have to worry.” But there are a few major things people don’t realize about estate planning that can put them at risk of not being prepared when the time comes. Plans need to be constantly updated, monitored and maintained on an ongoing basis. What was set up many years ago may not necessarily be current today. Asset changes, law updates and family changes can cause a well […]

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How Remote Are Remote Contingency Provisions?

As an estate planning attorney, it is my job to talk about death and taxes in a very matter of fact manner.  When I sit down with my clients to design their documents, I try to take emotions out of the conference room as we go through what should happens at first death or second death.  When we come to the final part of the Will design, I ask – “In the unlikely event that all of you (you, your spouse, your kids, your grandkids) are not around to take their share, who would you want your assets to go to?” – and I get this uncomfortable laugh and oftentimes […]

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