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,...
Category: Estate Planning
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...
Long-term Care Insurance Could Protect your Estate Plans
September 7, 2011
A few months ago I participated in a presentation in conjunction with Edward Jones called Key Life Decisions: Are You Prepared? I spoke about estate planning documents, such as wills, financial powers of attorney and...