Back in April and May, when we began this series, we looked at ways in which old trusts may be akin to a leaky bucket and covered examples of how I can plug the leaks to save a client’s money from draining away. If you missed those posts, they are worth circling back for a […]
In last month’s post, I was delighted to find myself in want of an interrobang at the end of a sentence. Do you know what an interrobang is? Well, it got me thinking that you might want to take a bit of a detour into something non-legal for a minute. Although, you will find, this […]
As you may remember, last month we looked at Mrs. Smith, who came to see me for a very benign reason. Oh, what a difference THAT meeting made! What began as a simple visit became quite rewarding once I showed her that we could modify her trust in a way that would save her children […]
Let’s begin with a simple Q & A… QUESTION: How could the terms of my trust increase capital gains tax? ANSWER: If you have a trust drafted prior to 2012, you may have an old trust that was drafted to minimize estate tax at the expense of increasing capital gains tax. If you fail to update […]
In the previous post, we looked at the definition of elder law and took a look at what I do as an elder law attorney. If you missed that article, feel free to circle back and give it a read – “What is Elder Law – Definition” – Click Here In this post we look […]
Elder law is a term used to reference legal matters of concern to an older demographic and their families. The elders of our community have specific needs. Some are to be expected and common among seniors, while other issues are unique to the individual. It helps to work with a legal specialist, trained and expertly […]
Back in July and August of 2017 we wrote a couple articles about financial abuse targeted at seniors. Did you see them? Elder Care – Signs of Financial Abuse – In this article we looked at the warning signs that need to be seen as Red Flags getting us to pay close attention! Tips to […]
This gets tricky. Are you familiar with the term Digital Native? These are people born at a time when the World Wide Web was already a part of our daily life. Typically, our parent’s grandchildren. Most folks reading this article are not digital natives. You likely surfed the digital wave as it formed and continue […]
We discussed much of this in depth earlier in the year and encourage you to catch up on previous password-related posts. If you have the time, we encourage you to read, bookmark or share on social media the posts we’ve written about Scams, Fraud, and more. These are important topics – for us and the […]
In the last post we looked at the startling news from August 2017, that had us all scratching our heads on the topic of “strong passwords.” Seems like everything we had been taught to do was now deemed wrong! If you missed that post, I suggest reading that first. Miss that UPDATE Part 1? CLICK […]
Diane Brown, ESQ.
Certified Specialist: Estate Planning,
Trusts and Probate
Estate planning is for everybody; especially married couples, parents, and grandparents. Planning ensures your wishes are carried out, not the whims of relatives or the courts.
Action now can translate into significant savings down the road. Take just ONE step today...
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