by Sara Yen | Estate Planning
Estate Planning is a complex area of law where misconceptions abound. It’s an area where what you think you know can be harmful—not only to you, but to the people you love. Americans, in general, face challenges when it comes to saving, investing, and planning for...
by Sara Yen | Estate Planning
Yes, even the undead need an estate plan. Seriously, just take a moment and hear me out. As we know, from such informed sources as The Vampire Chronicles, the Twilight saga, and HBO’s True Blood, vampires aren’t immortal. They do die, and it’s usually unexpected and...
by Sara Yen | Estate Planning
If you have created Irrevocable Trust that may last for a decade or two, selecting the right trustee is crucial to the trust’s success. Initially you may think that a family member, such as a sibling (“Uncle Bill” to your children), will be the best choice as trustee....
by Sara Yen | Estate Planning
Clients often want to leave some kind of legacy behind. It could be setting up children and grandchildren for life, with no financial worries. Maybe endow a professor’s chair at their alma mater or build a wing on the local children’s hospital. Or they want to make...
by Sara Yen | Elder Law, Estate Planning
It wasn’t easy for your clients to talk to their kids about sex, drugs and being safe on the Internet, but they managed — whether with red faces or not. But when the subject turns to inheritance, many clients would rather have a root canal than talk about family...
