This memorandum contains a summary of information obtained from laws, and legal publications and should not be viewed or relied upon as legal advice. I urge readers of this memorandum to consult legal counsel regarding specific legal issues and factual circumstances Last week I read the article, excerpted below, on the CNN site discussing whether …
Who Inherits My Facebook page, e-mail and Itunes accounts? Most parents who come to see me immediately focus on the items of obvious major value in their lives; their children, spouse or partner, real estate, life insurance, financial investments, as well as family heirlooms and other tangible personal assets. But what about your digital assets …
THE EXECUTOR I had a friend who passed and he On earth so loved and trusted me That ere he quit this worldly shore He made me his executor. He tasked me through my natural life To guard the interest of his wife; To see that everything was done Both for his daughter and his …
Incentive Trusts are all a buzz right now. Having not written about them in a while I thought it might be a great topic to share. Please feel free to: a. Call me with any questions and/or b. Share this summary with friends. Wishing you and your families a wonderful Spring. You can pass on …
The focus of National Healthcare Decisions Day is to remind us of the importance and benefits of proper planning and communication about one’s health care wishes. While organ donation, possible health care advance directives and the preparation of your Will and Trust for your minor children are deeply personal decisions, my firm hopes that you will …
Finding the “right lawyer” to represent you is a challenging process. Once you have found the”right lawyer,” you should ask for a written fee agreement explaining what the lawyer has promised to do for you and what it is going to cost. Each couple I meet with is special, each with their own estate planning …
http://www.oregonlive.com/finance/index.ssf/2012/03/fill-in-the-blank_wills_can_be.html Brent did a GREAT job summarizing the pros and cons of using a template Will kit. Another note from me: As I shared with Brent, a Will is a very important document, one that you want drafted correctly. You might think that you are saving money by buying a kit that you believe to …
Cafe au Play Mark Your Calendars: Saturday, March 10 @ 10am to Noon AND Wed, March 14 @ 10am to Noon – What Every Parent Must Know About Wills and Trusts by Michelle-Shari Kruss, Attorney at Law (FREE).More Info about Workshop: Without proper planning, your asset transfer goals may result in tax implications, costly fees …
Maybe it started the first time we took a deep breath and blew out the candles on our first birthdays Or perhaps it was when made our first wish upon a star. Quietly we made a wish and take care to tell no one in hopes that the wish would come true. Whenever it began, …
Will and Trust Planning for the Busy Portland Parent Thanks to all the parents who attended my most recent lecture on Will and Trust Planning for the Busy Parent. One of the moms who came shared with me the last person SHE learned about who drafted a Will. Not a personal acquaintance to be sure. …