Category: Estate Planning

Funeral Planning

This spring, after more than 100 years of life, my great grandmother passed away.  She left a legacy of stories and traditions that will live on in our family.  What she didn’t leave, however, were directions for her funeral arrangements.  … Read more

Estate Planning Odds ‘n Ends

Estate planning is all about the details. Here are some scenarios – wills, gifting, Medicaid, powers of attorney, etc. – that have come up recently in helping our clients work through their estate planning decisions.

Jointly Held Property vs. WillRead more