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Mistake Avoidance 101: Failing to Fund your Trust

And now, a short story that is more truth than fiction, you became a hero to your family when you created an estate plan. You took home a binder full of signed documents, put it in a safe place and forgot about it. Weeks, maybe months later, you vaguely remember that your lawyer mentioned something [...]

By | November 30th, 2017|Estate Planning, Finances, Legal Strategy, Wills & Trusts|0 Comments

Estate Planning for Parents with Children on the Spectrum

Planning for the future of your children Parenting involves much planning. The simplicity of making your own plan, or one for you and your spouse or significant other, disappears when kids come into picture. Parents quickly realize that their role is more of logistician for the children than anything else. Indeed, when my children were [...]

By | October 18th, 2017|Estate Planning|0 Comments