Tom

December 1, 2023

No estate plan? You are not alone.

You may be surprised to learn that 60% of all American adults have no estate plan in place.  The distribution of your…

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November 1, 2023

Common Probate Myths

There are commonly held misconceptions about avoiding probate which may lead to uniformed decisions resulting in the need to open a probate…

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October 1, 2023

Do I Need a Trust?

Should I create a trust even though I don’t have a multi-million dollar estate? My answer: It depends. Often estate planning goals…

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September 1, 2023

How to Select an Estate Planning Attorney

Finding an estate planning attorney can be overwhelming.  Here are some pointers to help you make the right choice. Qualifications.  It is…

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August 1, 2023

Probate Avoidance

Death is inevitable but probate is not. This month’s column will explore what probate is and how to avoid it. What is…

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July 1, 2023

Talking About Death

Sooner or later we all die.   It will happen to me, and as upsetting as it may be to think about,…

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June 1, 2023

Q&A: Estate Planning and Home Ownership

I have a will and it states that my home is being left to my children.  Should I be concerned about probate? …

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May 1, 2023

Some Thoughts on Legacy

Legacy means so much more than the assets we leave behind in the form of an inheritance.  Most of us never give…

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April 1, 2023

It’s time to review your estate plan!

Things change. Despite all the time and thought that went into creating your will or trust, life happens.  Often these changes affect…

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March 1, 2023

Your College Student

It’s the time of  year when high school grads are preparing to leave for college.  Whether attending a Florida school, or one…

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