The Harmonious Family that Won’t Fight? The Outcome May Surprise You

By Melissa A. Register May 15, 2019 Posted in Family Dynamics

Most families are happy families. They get together for the holidays, share laughs, and tell stories. Everyone gets along and enjoys each other’s company. Then, the matriarch or patriarch dies. Suddenly, years of pent-up resentment and hurt feelings bubble to the surface, and the once-happy family is now embroiled in litigation over the decedent’s estate.

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Decanting: How to Fix a Trust That Isn’t Getting Better with Age

By Melissa A. Register April 15, 2019 Posted in Advanced Estate Planning

While many wines get better with age, the same cannot be said for some irrevocable trusts. Maybe you’re the beneficiary of a trust created by your great grandmother over seventy years ago and that trust no longer makes sense. Or, maybe you created an irrevocable trust twenty years ago, and its original purpose is no longer applicable.

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Have You Forgotten A Key Family Member in Your Estate Plan?

By Melissa A. Register March 15, 2019 Posted in Core Estate Planning

Whether you care for a dutiful Dachshund, a clowder of cats, or a bevy of bunnies, you probably devote a lot of attention to your pets. You work hard to care for them and provide them with love and affection. But have you given serious thought about what would happen to them if you became incapacitated or die?

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Are Any of These Mistakes Lurking in Your Estate Plan?

By Melissa A. Register February 15, 2019 Posted in Core Estate Planning

Common estate planning mistakes can derail your overall wealth plan. Addressing these errors is essential to ensure your wealth is managed properly during your incapacity or after your death.

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