Trusts

Powerball Winner

In the days leading to the $1.6 billion Powerball jackpot many of my clients advised me that they would be retaining me once they had the winning numbers. None of them called as winners, but it is encouraging to know my clients realize that huge...

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Forms of Bequests

The decision to make a bequest from a will or trust can be done in many ways: Outright to the person Uniform gift to minors account Trust for the child until the child reaches a certain age (often 25) Trust for all of your children until the...

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Trust Taxes

In August I attended an Advanced Estate Planning Conference put on by the American Institute of Certified Public Accountants. You may wonder why an attorney would spend three days listening to speakers talk about taxes. The reason is that taxes...

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Family

Our first grandchild was born on Halloween evening to our daughter and son-in-law. Valerie and I are filled with joy. As new grandparents we hopped on a plane the next day and are spending a week helping out with the transition, but mostly...

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How much will it cost?

I get many calls on what the charges are for a will or trust. The answer is that it depends on the complexity of your situation. Everyone is different and every will and trust is crafted for your situation. However, if you fit into one of the...

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