Joint accounts are often meant to make the financial lives of the parties involved easier, such as in the case of marriage or in a caretaker situation. But what happens when one party dies? Does the money automatically belong...
Category: Estate Planning
For those who are nearing the retirement stage of life, a great resource is Restart Retirement, a blog that offers a wealth of information to retirees or those on the verge of retirement. Recently, Attorney Jon Gruber,...
It Takes a Village: Pastors and the Law
February 9, 2012
Some say it takes a village to raise a child. Others say it takes a family. I recently became convinced that it takes a law firm to advise a pastor who is administering a church. While preparing to participate...
An Overview of Special Needs Trusts
December 12, 2011
I have come across many clients who have a child that qualifies for certain government benefits because the child has special needs. Unfortunately, a well-intentioned gift to a child can, in some cases, inadvertently...
How a Will Can Help Determine Who Will Care For Your Child if you Die?
September 20, 2011
Making a will is something that occasionally crosses your mind, it’s one of those things you think maybe you need but don’t have the time or desire to make it a top priority. In addition, there are many things...