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Category: Estate Planning

Protecting your legacy in case of an adult child’s divorce

May 10th, 2019 by

Recently, a client came to us with a problem. He had amassed a healthy portfolio and planned to leave it to his two children. He was worried that his daughter’s impending divorce might leave her portion of the inheritance vulnerable to her soon-to-be ex-husband. How do you protect your assets — and your children — […]

Estate Plan Mistakes You Can Easily Avoid

January 26th, 2017 by

Every December I try to attend the Harvard Memorial Church’s Annual Carols Service. This year I was supposed to go with an old friend. I’ll call him Larry. Larry and I had dinner in October to celebrate his 64th birthday. We made plans at the time to attend the Carols Service together. Four days later […]