May 7, 2019

THE FURRY BUSINESS OF PET TRUSTS


If you love animals like I do, you often wonder how they perceive the world around them, including us. Do they know when we love them and what love means to them? I certainly believe that animals understand love as a concept...

  April 23, 2019

THE MEDICAL PROFESSION IS AT RISK OF EXTINCTION!


What every medical professional needs to realize is that litigation is business. It is a form of trade that some attorneys practice. It is a form of business that some non attorneys, your patients, use as means and income for living...

  April 18, 2019

FLEXIBILITY IS KEY: PLANNING FOR REAL ESTATE PROFESSIONALS


If you are in real estate business, investing, building and /or renting, your estate and asset protection planning must be flexible to allow you to borrow, sell, collaterize, lend, rent etc...

  April 11, 2019

THE WEDDING BELLS ARE RINGING!


It is spring and many of you are tying the knot this spring or summer. It is a very exciting and unique time in your life when you are preparing to share your entire self with someone else...

  March 28, 2019

FIRST PARTY SPECIAL NEEDS TRUSTS – WHAT EVERYONE IS TALKING ABOUT BUT NOT EVERYONE UNDERSTANDS WELL.


So you or someone you know just received a settlement payment in connection with a recent car accident or work related injury. You or someone that is a disabled individual is receiving Medicaid benefits, among other things...

  March 24, 2019

YOUR FACEBOOK, TWITTER, & EMAIL ACCOUNTS, TO NAME A FEW. DO YOU NEED PLANNING FOR DIGITAL ASSESTS?


Who do you want to have access to your digital footprint after you are gone? Have you ever thought about that? Would it be embarrassing/upsetting for a member of your family to see some of the photographs or read some of your emails or Facebook comments? Would it be shocking to realize you gambled so much online?

  March 21, 2019

I AM NOT A U.S. CITIZEN. DO I NEED ESTATE PLANNING?


If you reside in the United States and you are not a citizen, most often the same US estate and gift hurdles apply to you under Internal Revenue Code and Regulations as to a US citizen. More reasons to do planning and to be aware how your estate is affected by the US lax laws because you do not want to surprise your heirs who may not even be residents in the US!

  March 6, 2019

WHY DO I NEED AN ESTATE PLAN?


Would you ask the same question about home insurance, if you are a home owner? Or would you ask this same question about car insurance, if you are a driver? The answer is you need one because it is an essential part of your affairs as an adult no matter where you reside or what you do in life...

  February 23, 2019

LIQUIDITY & LIFE INSURANCE IN MY ESTATE PLAN


Once you are gone, your business is left without its “leader”. Your spouse/partner and children may not be “business people” and will need advisors with respect to running your real estate and companies. Life insurance comes as a welcome help in such circumstances so that your loved ones do not have to rush into making any rash decisions with respect to your businesses and real estate...

 

 

  January 13, 2019

FIVE MOST COMMON MISTAKES OF ESTATE PLANNING

You may have hired an attorney to prepare an estate plan and now you believe that you are all set.

 

Let’s discuss five most common mistakes of estate planning often made by professionals without adequate experience in estate planning...

Our policy is to communicate clearly, concisely, and on a timely basis. To be responsive to clients. If we can’t take your call immediately, you can expect that a telephone message left in the morning.