June 12, 2019

You're not married, and you're living with your partner. You need to do some planning, or things are going to get real expensive and stressful. 

It’s the age-old tale: Two people meet, fall in love, and move in together. One works, maybe both work, they share household...


These new rules (find them here) apply to VA pensions and VA needs-based benefit programs. We're still reading through the new rules and commentaries, but here are a few highlights so far:

Asset Limits:

Prior to the rules becoming effective...

A large part of our practice, as with any estate planning attorney, involves restating and amending planning that clients have done in the past. Since that time, their life has changed or the law has changed in some significant way that requires updates. This gives us...

Here's the #1 reason people do estate planning: to avoid potentially lengthy and expensive court proceedings, like probate and guardianship. There are many other reasons, of course, but avoiding the time and cost of courts is foundational for the vast majority of our c...

People have a lot of reasons to avoid estate planning, like, they don't want to budget for it, it seems complicated, they believe (wrongly) that everything will work out without a plan, or they just don't like thinking about death, disability, family issues, and money....

"Adulting" is one of my favorite neologisms, even though it's been criticized harshly by some. If you're new to the word, you've still probably already figured out what it means. It's just a playful way to describe doing typically "adult" things that no one particularl...

Roughly a third to half of the families we work with are "blended," meaning some or all of the children - whether minors or adults - came into the new family with the spouses. Some families blend easily; others, not so much. Regardless, when it comes to estate planning...

Whether you know it or not - no matter who you are or how much stuff you have, young or not-so-young, married or single, childless or with enough children for your own reality show - you have an estate. What you may NOT have is a plan.
Big Picture: Your Estate = You...

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