July 13, 2020
Oftentimes, clients want to leave a retirement account to a minor child or grandchild (one who is under 18 years old). Sometimes a spouse is the […]
July 8, 2020
A common question I receive from clients is whether a parent should make a child a joint owner of a bank account. Generally, the question comes […]
July 6, 2020
You’ve done the right thing. You’ve gone to an estate planning or elder law lawyer and had your basic estate planning documents prepared, ie. your Last […]
July 1, 2020
Making a gift to a charity in your estate plan is a wonderful way to give back. Today’s blog post will talk about the basics of […]