Archive for February 2015

Rather than asking whether you have more than the arbitrary $3 to $4 million in assets, here is a better and rarely asked question to ask to help determine if a trust can help you: If your beneficiary lost half or even all of the inheritance you left due to bad judgment, a divorcing spouse,…

While the Internet has been a great resource and improved the quality of our lives in many ways, in one way, it has not been good. An orthopedic surgeon recently shared that helping patients was much less frustrating before the Internet. When a patient with knee pain used to see the surgeon, the patient would…