| | Trusts, Wealth Management
Who needs a trust as part of their estate plan? The short answer is, anyone who wants to protect their assets and govern the spending of them. You might already have a last will and testament, but a trust might
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act is effective January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. The SECURE
| | Probate, Trusts, Wealth Management
You are alive now!! After you are dead even the best lawyers can’t figure out a way for you to create and sign your Will or create a trust, or do anything else. You want to be remembered as smart.
I often get this question: Do I need a trust or a will? The answer is that if you have a trust, you also need a will. I saw this article from the blog Fatherly and realized that even those
| | Asset Protection, Employment/Management, Law Firm Management, Wealth Management
The week after Thanksgiving marks the beginning of office holiday party season for businesses across the U.S. including medical practices. Unfortunately, what should be a happy team building event and an act of gratitude produces a variety of preventable risks
A recent case in Australia answered the question of whether a text message can create a will. The Court ruled that a decedent’s text messages, some of which were unsent, could constitute a will. Think about how much confusion (not
| | Asset Protection, Estate Planning, Probate, Trusts, Wealth Management
Bad estate planning decisions happen all the time, even when you have a great attorney. One common mistake: Choosing the wrong person to be your power of attorney. A recent case in the news was a great reminder. http://www.channel3000.com/news/crime/power-of-attorney-charged-with-taking-using-mans-money-for-personal-use/607446161. In
| | Asset Protection, Banking and Lending, Bankruptcy, Wealth Management
Equifax, one of the three major U.S. credit bureaus, stores the social security numbers, birthdates, addresses, driver’s license numbers, and credit histories of most Americans. The recent data breach at Equifax potentially impacts as many as 143 million of us
| | Asset Protection, Business | Commercial Law, Employment/Management, Personal Law, Wealth Management
As we prepare to enjoy the Thanksgiving holiday this week many of you are on your way to your annual office holiday party as well. We get calls every year about accidents and other serious liabilities related to these parties
This week marks the traditional start of the holiday party season for many businesses and most readers will attend multiple holiday parties and perhaps even host one or more. I’ve attended a few of these events myself and I’m always
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