Blog Archives for tag Assets

Planning Man

I am a big fan of Billy Joel’s music.  He is able to tell a story with each song he… Continue reading »

Distributing Your Assets

People face many important decisions when creating an estate plan.  These decisions require a great deal of thought.  One of… Continue reading »

Can a married couple use joint tenancy until one spouse dies, then set up a trust for the survivor?

Yes, but this unfortunately has several problems associated with it. There is no guarantee that the surviving spouse will have… Continue reading »

What will happen to my property if I die without a will or trust?

 If you die without a will or trust, the state determines who will be your ultimate heirs. This distribution plan… Continue reading »

Same-Sex Marriage Update

The U.S. Supreme Court appears to be staying away making any decisions regarding same-sex marriages. For example, the U.S. Supreme… Continue reading »

The Talk Part Four

So now, you know the importance of talking to your loved ones about your estate plan as discussed in “The… Continue reading »

“The Talk” Part Three

As a third follow-up to my previous blogs about “The Talk” Part One and Part Two, I thought I would… Continue reading »

Keeping our affairs Public or Private

Are we a curious society that is intrigued by the lives of the famous? How about our neighbors? Co-workers? Estate… Continue reading »

You need to worry about more than just estate taxes?

There are many ways that our estates can be taxed.  Depending upon the make-up of our assets there are multiple… Continue reading »

“The Talk” Part Two

The other day I wrote a blog about having “The Talk” with your loved ones.  Today, I want to go… Continue reading »


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