Posts made in May, 2013

Even the basics can get complicated

Posted by on May 14, 2013 in Blog | 0 comments

If you’ve been in my office, you’ve heard me say that the basic elements of a typical estate plan are:  a trust to prevent probate and hold property for beneficiaries until they reach a certain age; a back-up will;  a power of attorney for finances; and an advance health care directive.  Simple—until it’s not. Alejandro and Alicia are old clients of mine and they were in the process of buying a house for one of their daughters and her family when their son and his wife—living outside the country—were about to have a first baby.  Alejandro and Alicia were concerned that the house buying deal...

Read More