The simplest form of will for a married couple basically says: “I give, devise, and bequeath everything I own to my beloved spouse if my spouse survives me. If my spouse does not survive me, I give it to someone else.” Estate planning lawyers call this a sweetheart…Read More
One way to describe my role as an estate planning lawyer and counselor is helping clients leave their legacy in a tax-efficient manner. As the year end approaches, here are three ideas to help you with that.
It’s a sad truth that many of…Read More
My children are now twenty-somethings and are in different stages of adulting. One thing I’ve learned from helping them is that paying attention to all the details is neither fun nor easy.
Fun, easy, or neither, those details are essential. The details in your will are also…Read More
November 2022 is the 26th annual Presidentially-recognized National Family Caregivers Month. Please join me in giving thanks to the millions of people nationwide who take care of their parents, siblings, aunts, uncles, and other family members. Having been in this role myself, I know that the job can seem…Read More
Having a will is vital to protect your family. We’ve learned that Anne Heche died without a will, which has already led to a court fight between the father of her minor son and her 20 year-old son.
The laws vary from state to state but…Read More
Happy Kentucky Derby! Louisville is buzzing with the first Derby Week in three years that feels halfway normal. Despite the “Why Work? It’s Derby Week” t-shirts around town, I’m plugging away. In fact, all of this talk about two-year-old thoroughbreds made me think about pet trusts. Both
Congratulations! You’ve just spent time and money working on your will, power of attorney, health care directive, and maybe even a trust. You wrestled with who to name to take charge of your affairs while you’re alive if you can’t do so yourself, who should make important health…Read More
Posting so much recently about North Carolina law and my photography has created some confusion. This blog will hopefully clear that up because, sadly, there haven’t been as many in-person events to talk about these new parts of my life. My North Carolina practice and my photography hobby…Read More
Hopefully, the last article convinced you that you need a revocable trust if you live in North Carolina. Kentucky residents may want a revocable trust as well so this article should help my clients in both states.
As a reminder, a revocable trust is a document where…Read More
Many clients call and ask if they need a revocable or living trust instead of a will. A will takes effect only when you die and names a person or company as personal representative to pay your creditors and to distribute your property according to your wishes. A…Read More