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End of life planning

May 28, 2023

How do I decide what personal property to keep for me or my family?

A recent WSJ article discussed the art of decluttering our lives, which has become a hit TV series but offers a serious…

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December 29, 2021

WSJ article addresses elder abuse increase during COVID pandemic

In a recent article, the Wall Street Journal investigated the increase in elder abuse which has occurred during the last two years. …

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July 24, 2020

Basis planning

Before the increase in the federal estate tax exemption amount, brought in by the enactment of the American Taxpayer Relief Act (ATRA)…

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April 10, 2019

New survey reveals baby boomers are not preparing

The lights have been green for the baby boomers all their lives. They were born just after World War II, between 1946…

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Should I let my children know about their inheritance?

Question: I have never been comfortable talking about money with my adult children, but my wife and I are making some changes…

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March 3, 2019

With a changing society, how we grieve and remember loved ones has changed

There are new ways to say goodbye. While many still turn to the funeral rites that have comforted generations, others, led by…

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May 18, 2018

Faith perspectives on disposal of remains: recent comments by Al Mohler

In a recent podcast of the Briefing, dedicated to examining current issues from a Christian worldview, Al Mohler, President of Southern Baptist Theological…

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September 5, 2017

The importance of having a healthcare power of attorney

In a recent blog post in Trusts & Estates, Amy Florian explores the need for clients to have a healthcare power of attorney….

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July 5, 2016

Colorado’s new law on digital assets

One of the developing areas of planning law is how to handle digital assets.  Fortunately, Colorado has just enacted the Revised Uniform…

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February 10, 2016

Moving to a new state?

Review estate-planning documents after moving to a new state. It’s not at the top of most people’s to-do lists after a move, but…

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