JOURNAL
An old family photo of George with his father, siblings, and—of course—his mother!
Believe it or not, even a team outing to the zoo gets us thinking about estate planning!
Tax Day is coming up!
March Madness is about to end, but the madness of the Spring season is about to begin, and you might want to get your wills done before it truly takes hold!
Happy New Year! We don't mean to add to the burden of New Year Resolutions, but this an easy-to-cross-off "to-do" item that will start off your 2018 right!
Here's a haiku for the holidays--from the Haiku Gals to me, and from me to you.
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.
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.
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.
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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: