You may be aware that the Tax Cuts & Jobs Act was enacted at the [...]
Many of you have heard that the Tax Cuts & Jobs Act of 2017 that [...]
Many clients have expressed a desire to create trusts for loved ones, but to not [...]
From time to time a client will not tell me about a child because they [...]
Growing up in Indianapolis, my family was close to my maternal grandparents who owned retail [...]
What do you do when an heirloom bracelet goes missing? How about when a bank [...]
A couple of years ago, a very nice couple visited with me in my office. [...]
When you’re named as a trustee to a trust, especially a trust in which you [...]
Children of a recently deceased client learned an expensive lesson not too long ago after [...]
What happens when a man dies with a will or a revocable trust that was [...]
