25th Aug 2014

Many people are shocked after a family member’s death to learn that pets are considered property.  In the eyes of a court of law, your cat, Fluffy, is no different than your sofa when it comes to disposing of property.  … more

12th Aug 2014

What? You want me to start off this marriage with an agreement about us breaking up?  That’s crazy! Who would ever think of that?  Actually, it has only been in the past 100 years or so that couples have entered … more

5th Aug 2014

Husband and wife set up a trust that benefits the survivor and then at the second death pays to their three children at ages 25, 30 and 35. They carefully consider their choices for successor trustee and decide on wife’s … more

Occasionally we get a panicked call from a client who tells us that their friend of a friend’s financial advisor was horrified at that party to find out they had a LLC (limited liability company) and not a corporation. Didn’t … more