The Gift of Estate Planning

The Gift of Estate Planning

With the holiday season upon us, many folks, like me, realize that they have a fantastic beautiful spouse who is perfect and has everything she could ever want. Unsexy as it may seem, for that special person who is hard to buy for (particularly when you share a balance sheet and a family), a wills-and-trusts package may belong at the top of your list.

A Year Slips By; A Year’s about to End

A Year Slips By; A Year’s about to End

I see that it has been almost a year since my last blog post. I have been very busy in the meantime, doing great things like hiring new employees at the firm, as the other pages on our newly-renovated website can attest to. However, like many busy people, I have been neglectful of other pots on the stove...  it’s easy to skip regular constructive activities that have not yet solidified into a habit. So I pause for a moment and lament the many blog posts I haven’t written. Now, as I notice that the calendar is down to a single page, two things strike me:

This Thanksgiving, Dish Up Some Estate Planning!

This Thanksgiving, Dish Up Some Estate Planning!

Thanksgiving can be a good time to talk to parents or other older loved ones about the plans they have in place, whether to understand more about what those plans are or to encourage them to make appropriate plans. It's also a great time to share with others what you've done on that front, to make sure that your own plans are in place.

Estate Planning for Beneficiaries with “Special Needs”

Estate Planning for Beneficiaries with “Special Needs”

Families of children with special needs often consult an estate planner like myself after larger questions have been resolved. If the disability results from some kind of accident, where a trust may be needed to administer the proceeds of a settlement, it is not unusual for the settlement lawyers to prepare a suitable trust during the litigation to obtain the settlement. That presents its own set of challenges and is more typically the province of a good special needs litigator.