Blog

Planning for Pets
If you subscribe to my newsletter, you know that I live with two dogs (both of whom are quite adorable). So it seems natural to me to ask my clients whether they have pets, and if they know what will happen to those pets after they’re gone. This is an easy question for some people. They have a...
Estate Planning with a Ticking Clock
Sally sat in the chair, her mind reeling. It couldn’t be true. Sure, she’d been having some problems, which was why she had gone to the doctor’s office. If she was honest with herself, she’d admit that she’d been putting it off for awhile. Even so, the news still came as a shock. Disbelief quickly moved to panic....
Estates and Copyright – What Happens When They Collide?
When you have an income-producing asset like a copyright, it’s easy to focus on how to keep that income flowing over the next few months. It’s more difficult, but ultimately very rewarding, to plan out how that income will keep coming in over the next few years – just look at the Marvel movies as an example. But...
What Does It Mean to Fund a Trust?
I get this question from a lot of clients. I admit, “funding the trust” is not something you hear in the normal course of your day (unless you’re an estate planning lawyer, of course). So here’s the explanation of what it means, and why it’s important. A trust is a legal entity, the same way a corporation is...
Why Have a Contract?
My father has always loved the old Chinese proverb “The faintest ink is more retentive than the best memory.” (No, that’s not the standard translation, but that is what I grew up hearing.) He also has his own saying, which I have adopted – “If it’s not in writing, it never happened.” Both of these sayings make the...

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