by Chris Morgan | May 7, 2020 | Uncategorized
Let’s face it; few things are viewed as more sacred in popular culture than a person’s will. Hollywood loves the neat simplicity of the storyline that says the wording of the will controls who wins and who withers in time for the curtain call. It’s fun fiction. A Last...
by Chris Morgan | Aug 13, 2018 | Uncategorized
When most folks think of estate planning it is usually in the context of their parents or grandparents. That said, it is probably more essential for parents with minor children to have a legal plan in place. There are several steps parents with minors can take to...
by Chris Morgan | Apr 2, 2018 | Uncategorized
Even to me when I first started in this business, the word “trust” evoked an image of some pampered, hot rich kids with overly styled hair, ridiculously small shorts, imbibing on a sailboat off Martha’s Vineyard which I incidentally also picture to be a literal...
by Chris Morgan | Oct 17, 2017 | Uncategorized
Big problems can arise when children take money from their parents. I regularly encounter many sad examples of funds going from elderly parents, some of whom are no longer mentally aware of how much money they have left, to pay for expensive cars, vacations, plastic...
by Chris Morgan | Aug 24, 2017 | Uncategorized
I cannot think of many equivalent examples of selfless, often thankless service than that rendered by parents of children with disabilities. Parents and grandparents of children with special needs are very well accustomed to paddling upstream in order to get their...
by Chris Morgan | Aug 14, 2017 | Uncategorized
I cringe when potential clients tell me they plan to leave everything to one child with the expectation that child will be fair to the other siblings. On the face of it, this seems like a simple way to plan an estate, without the worry of having to designate who gets...
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