by Jane M. McNamara | Dec 29, 2022 | With Your Family in Mind
Changes to Mom’s Estate Plan After the holidays, our Law Firm typically receives an increase in telephone calls and emails from adult children who want to “change” Mom’s estate plan. The adult child doesn’t always understand that the “client” (“Mom”) is the ONLY one...
by Jane M. McNamara | Nov 28, 2022 | With Your Family in Mind
Don’t Be Like Uncle Jim Uncle Jim thought he had his affairs in order. He had a living trust prepared, and the attorney properly prepared and recorded a new deed changing the house title to Uncle Jim, Trustee of his trust. Uncle Jim also made sure his brother was the...
by Jane M. McNamara | Oct 26, 2022 | With Your Family in Mind
Time To Consider Future Care Needs? Recent studies show that if you’ve reached the age of 65, you have a 50/50 chance of needing some form of long-term care in the future. For women, odds are slightly higher. There are different types of long-term care, including...
by Jane M. McNamara | Sep 27, 2022 | With Your Family in Mind
Estate Planning: It’s All in the Details I am often asked to review trusts and estate plans that were prepared years ago. Often the person’s circumstances have changed, and they want to amend their trust. Or, they know time has passed, and they want to make sure their...
by Jane M. McNamara | Aug 29, 2022 | With Your Family in Mind
Time to Amend Your Trust? I have enjoyed thousands of client relationships over the last 30 plus years of being a lawyer. Many current clients are the children and grandchildren of former clients. When preparing estate plans and legal documents, I am frequently asked:...
