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  • All
  • Constitutional Law
  • Elder Law
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  • Firearms Law
  • Lifestyle
  • News
  • Pet and Animal Law
  • Probate
  • Tax Planning
  • Trust Administration
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Dementia and DPOAs
Elder Law

Dementia and Durable Powers of Attorney

In this article, Cindy discusses the importance of contacting an estate planning attorney for an updated Durable Power of Attorney BEFORE dementia has progressed too far. Other articles/videos you may find interesting: Banking Roadblocks with Trusts Guns and Dementia: A Difficult Topic Ready to make …

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Estate Planning

The ATF Changes the Rules for Pistol Stabilizing Braces. Again.

Updated January 24, 2023 Trying to figure out where the laws and rules stand with the ATF is like playing whack-a-mole. Just when you think you’re complying with that fiefdom’s arbitrary proclamations, it changes its collective mind and now your legally purchased firearms are essentially …

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Elder Law

Help! My Bank Says I Need a Tax ID Number for My Trust!

I get calls like this far too frequently. After you sit down with your estate planning attorney and create a revocable living trust, you have to take steps to “fund” your trust – in other words, to re-title all of your non-qualified assets so they’re …

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Will My Executor Have to Post a Probate Bond
Estate Planning

Will My Executor Have to Post a Probate Bond?

In this video, Cindy discusses whether your Personal Representative (Executor) will have to post a probate bond and how you can avoid it. Other articles/videos you may find interesting: Important Facts about your Veterans’ Burial Benefits How Do I Sell Dad’s Guns? Ready to make …

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Elder Law

Remembering Terry Schiavo; Why We Create Living Wills

If you’re old enough, you may remember hearing about the horrific battle over the life of a 26-year old St. Petersburg, Florida, woman, Terry Schiavo. Terry collapsed on February 25, 1990 from undetermined causes, and although she was eventually resuscitated, she suffered severe brain injury …

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Liability for an Adult
Estate Planning

Do I Have Liability for an Adult Living in My Home?

In this video, Cindy discusses whether you could incur liability when an adult living in your home – whether your adult child, a parent, a sibling, a friend – dies with debts or needs medical care. Other articles/videos you may find interesting: How Prenups and …

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Obesity
Financial Planning

Can You Get Social Security Disability Benefits for Obesity?

Before this new ruling, obesity was not a Medically Determinable Impairment (MDI) for the purposes of SSDI benefits.

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Second Marriage? Appoint a Professional Successor Trustee
Estate Planning

Second Marriage? Appoint a Professional Successor Trustee

In this video, Cindy discusses why appointing a professional – instead of your spouse or a family member – is generally the best option in second marriage/blended family situations. Other articles/videos you may find interesting: What Happens if I Die Without a Will? Does Mom …

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Estate Planning

Stepped-up Cost Basis: A Beautiful Thing

Getting a stepped-up cost basis on inherited assets allows you to save taxes when the asset is later sold. For instance, if your father bought a stock at $10 per share, and it’s now worth $100 per share, if he sells that stock while he’s …

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Being a Successor trustee or personal representative is Your Job
Estate Planning

Being a Successor Trustee or Personal Representative is Your JOB

In this video, Cindy discusses the legal responsibility of treating your duties as a successor trustee and/or personal representative as a job that’s just as important – if not more – than anything else going on in your life. Other articles/videos you may find interesting: …

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You wonder whether your granddaughter will think of you fondly when you’re not around anymore.

You want to make sure someone will love and care for your dog, horse, or parrot when you can’t.

Your spouse doesn’t share your love for guns, and you fear your collection could be sold for almost nothing – or even destroyed – instead of being passed on to your children or others who share your passion.

Contact us today. We can help.

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