Asset Protection

DO I NEED A TRUST?

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People often ask, “do I need a trust”?  The simple answer is “no.”  You don’t need a trust any more than you need a bank account, or a car, or a will for that matter.  I bet that answer does not help you choose to have a trust or not. …

HAPPY NEW YEAR – THE TAX LAWS HAVE CHANGED

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I hope the transition to the year 2020 brought joy and a fresh outlook.  If you follow the news, you also know that it brought changes to the tax laws that may impact your life and estate planning. As part of budget legislation, the U.S. House and Senate passed the…

Health Care Surrogate Designation: Why It’s Important

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A surrogate designation is a document that formally appoints one or more persons to make health care decisions for another if the other is temporarily or permanently unable to make his or her own decisions. It usually permits the surrogate to obtain medical records and can be personalized to incorporate provisions…

If I Am Married, Do I Need A Will?

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I would like to answer this question as – “yes.  Trust me on this, you need a will even if you are married.”  However, most people don’t trust lawyers, so I will explain why you need a will even if you are married. This post would be longer than anyone…
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