skip to Main Content

Trouble with Joint Accounts and Some Help

It is common in our work when we are discussing the terms of a Will or Trust with a client, and especially when we are meeting with an unmarried client with children, to be asked whether they should “put the…

Read More

Nips, Nickels and Pets

I recently read an article about how local towns are receiving money based on the number of “nips” (about 1.5 ounces) that are sold in the town.  I think many of us have been dismayed at the number of nip…

Read More

Getting Into Trouble Helping Others

One way this happens is when a person has been named to act as a person’s agent under power of attorney (some would say to act as a persons power of attorney), and performs in that role in good faith…

Read More

The Ins and Outs of Estate Sales

Following the death of a family member, you may find yourself needing to sort through many possessions accumulated over the deceased’s lifetime. An estate sale is one way to distribute those items that you do not want or need quickly…

Read More

Uncomfortable Conversations

Uncomfortable conversations... of the many worth having, here’s one. While a large percentage of Americans do not have any estate plan documents, I suspect that percentage is particularly large for young, single, adults.   We have seen a number of difficult…

Read More

Leaving Your Estate Unequally to Your Children

Parents usually want to leave their children equal shares of their estate, but equal isn’t always fair. If you plan to provide more (or less) for one child in your estate plan, preparation is important. It is natural for parents…

Read More

June Thoughts from Attorney Jim Young

From time to time, even those who want to be well informed about the extraordinary events impacting our country, want to take a time out, so to speak.  I was in need of a bit of refuge recently, and looking…

Read More

How to Give Gifts to your Grandchildren

Gifting assets to your grandchildren can do more than help your descendants get a good start in life -- it can also reduce the size of your estate and the tax that will be due upon your death. Perhaps the simplest…

Read More
Back To Top