I’ll be presenting a seminar at the Orem Public Library on Estate Planning for Blended Families. When Wed, April 5, 7pm – 8pm Where Orem Public Library, Media Auditorium (map) Description Couples with blended families face special challenges when it […]
Annie Lane apparently writes an advice column for The Daily Courier in Prescott, Arizona. Today she gave some advice to a woman who was having trouble coaxing her second husband into doing some estate planning. After explaining that she has a college-age daughter and telling how happy she is in her 2nd marriage and what an […]
I’ll be presenting a seminar on DIY — Do It Yourself — Estate Planning at the Pleasant Grove Library on Wednesday, March 8, 2017 at 7 PM. Come an enjoy the discussion. The address is 30 E Center St, Pleasant Grove. If you have a question about wills, trusts, and other aspects of estate planning, maybe […]
Naomi Cahn, a law professor at George Washington University, has some good advice for those who’ve recently parted ways with their spouse. You can read her advice in her piece “Protect Those You Love in Divorce, and Remarriage,” posted at Slitopia. If you find yourself a member of the recently divorced, I recommend you read […]
This is another, in a series, of posts that feature articles I wrote for Wealth Manager and other magazines. I actually had a lot of fun writing this one, Broken Vows, Solid Contracts: For many–if not most–love-struck couples, the words “prenuptial agreement” are anathema, a blanket so wet that it threatens to extinguish their burning […]
Sometimes feel confused? Wonder why the left hand can’t understand what the right hand is supposed to be doing? Imagine what your family will feel like the day after you’ve passed on to the great beyond, then think about how a well-drafted trust might clear things up for them. I’ve written more than a few […]
My entire immediate family was in town for the last five days. My three children, my son-in-law, and my one grandchild–a two-year-old girl with lots to say and not enough words to say it. Now actually, what I just wrote is true and not true at the same time. What I just described is that […]
To those couples who’ve decided to blend their families and to those who already have, know this: Just because the two of you fell in love, doesn’t mean your children are going to fall in love with each other or with your new spouse. While you wait for that to happen–if it ever happens–shoot for […]
The day my wife and I finally met with our estate planning attorney, Don Owen, was anticlimactic. We sat across from him, my wife Janet to my left, Don sitting on the other side of his desk. We were there to resolve what we then realized were thornier issues than what we had imagined when […]