We're already in December! That means (among other things) that it's time to consider your end-of-year gifts. - You already know that you are limited to making gifts of $15,000, right? Wrong! There is no such limit,

Addiction and mental health issues in the family -- these two problems confront many of our clients. In this week's podcast episode, we talk about some of the planning concerns facing clients with family members who are not able to manage their own car...

Are you moving to Arizona? Welcome to the desert! Yes, it's warm here -- but it's a dry heat. - Even if you completed your estate plan before moving, you'll want to revisit it here. Your existing estate plan won't be invalidated because of your move,

Clients sometimes tell us: "I hate my trust." What they usually mean, of course, is that they don't understand it. Or perhaps they think they paid too much to set it up. Sometimes clients believe they no longer need a trust.

Everyone knows that it's important to arrange your estate to avoid probate. Is everyone (always) right? In other words: is probate bad? In every circumstance? - Join us for our weekly "Elder Law Issues" podcast episode while we discuss the bad things ...

It's election season. Maybe you already knew that. - Actually, by the time you hear this podcast episode you'll likely know how things turned out. We didn't know when we recorded, but we did know how we would adapt. -

Clients often wonder: should they tell their family about their assets and estate plan? A family wealth discussion can be a tense experience or a joyous occasion. Of course, they can also be everything in between. - To be clear,

Cybersecurity is an important concern for businesses -- and for individuals. In this week's podcast episode, we talk about a recent brush with a hacking exploit in our office. Our office -- and our client information -- remained safe.

We all know the cliches about elderly drivers. As we age many of us experience diminished function. It may be vision, hearing, response time or even cognitive ability. The aging driver can be a concern for family members and the community. -

Sometimes the authority to make health care decisions for another person does not work out. It can especially founder on a common limitation: it might not include mental health powers. Without authority over mental health decisions, the agent,