A trust is not just a legal document—it is a powerful tool to ensure your assets are managed and distributed according to your wishes. However, for your trust to be effective, it must be properly structured, funded, and administered. This guide will help you understand why your trust matters and

As you may have seen, a colleague, Kim Fasking, and I are now presenting a podcast — The Family Dinner Table. Links to the video version, posted on my YouTube channel, inter alia, will be posted in this space. You can also listen to the voice-only version on Spotify, or

Give me amnesty is the October 5 episode of The Family Dinner Table Podcast: https://youtu.be/37LE2ayTDbE

Last week, Jeremiah interviewed me on my prescription for reforming the United States Supreme Court. Catch the episode on Spotify here:

I. ONE PROBLEM: LACK OF DIVERSITY The original version of this essay appeared on a since-discontinued blog. I updated the post after Justice Antonin Scalia died and President Obama nominated Judge Merrick Garland to replace him. The GOP leadership promised not to allow hearings on the nomination; they did not,

Over the Memorial Day weekend I revised my fee schedule for wills, trusts, and estate planning. Here is the new schedule: The Basics for New or Present College Students: $350 Durable Power of Attorney Healthcare Proxy/Medical Power of Attorney Living Will/Advance Healthcare Directive FERPA (Family Educational Rights and Privacy Act)

The largest generational transfer of wealth in history is taking place as baby boomers retire and sell their assets. The Small Business Administration (SBA) estimates that around 10 million baby boomer-owned businesses will change hands between 2019 and 2029. As these business owners approach retirement, it becomes crucial for them

You’ve crossed the finish line of estate planning – congratulations! That carefully crafted will, trust, and power of attorney are poised to carry out your wishes. But the journey’s not quite over. Now comes the crucial question: where do you store these vital documents? Let’s explore the possibilities, each with

Discussing estate planning with your family during the holidays can be a sensitive but important conversation. Think of it as setting the stage for a future where everyone’s on the same page. Here are three tips to help make it a productive and positive experience: 1. Choose the Right Moment: