Category Archives for Legacy Planning
What is a “DAPT” and Why You Should Care About It
Let me start by defining what “DAPT” stands for…Domestic Asset Protection Trust. Still confused by what it means? Many are as it isn’t something that is simple and easy to understand in the first pass. I will hopefully help you understand it better and offer you some ideas on how it can be used so […]
Continue readingEstate Planning For Women and the Men Who Love Them
Estate planning is an experience that is equally shared (and enjoyed) by both men and women, husband and wife’s, and partners. While important to both sexes, estate planning often affects women more profoundly. Why? Women live longer on average and tend to marry older spouses, making them three times as likely as men to be […]
Continue readingAmy Winehouse got her will right
While signers and movie stars are not a large part of my estate planning practice, it is sometimes fun to look at what happens to the “rich and famous” when it comes to their estate planning…at least I think it is fun. Often times we think that just because someone has a significant amount of […]
Continue readingUncovering Dementia and Alzheimer’s Cover-ups
One of my estate planning colleagues, Lizette Sundvick, who practices in Nevada penned this comment on dementia cover-ups. Her post occurred after reading, “The Danger of Your Aging Parent Covering Up Dementia” article in Forbes. Here’s what’s important: it doesn’t matter if you have a diagnosis for your aging parent or not. It matters how […]
Continue readingBack to Basics with Estate Planning
Everyone is unique and their situation is unique. I could put you in a room with 100 people and your situation would have some aspects of uniqueness to it that belongs just to you and you alone. This is what makes us human. Our estate planning and legacy preparations aren’t any different…they are unique. It […]
Continue readingPlanning for your children’s education
I always like to share what others are seeing or doing that I feel will be helpful and relevant to my readers. A fellow attorney in Indiana penned a thought provoking post on planning for your children’s education. I enjoyed it, and I share it below with you. The author is Chris Yugo writing a […]
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