Mary’s widowed father, John, is a world traveler. He has circled the globe many times as V.P. of marketing for a major technology firm. Now retired, John travels a minimum of eight months of the year. John has heart disease and wants to see and do everything he can while still physically able. Mary worries […]
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Larry and Janae are newly married with four children between them. Janae lost her spouse to cancer two years ago. Before Larry and Janae married, Janae and her two children lived in their family home. Since getting married, Larry and Janae and all four children live in the home owned by Larry and his previous […]
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Jennifer’s company has had recent layoffs. She is a computer engineer with over three decades of experience. Jennifer recently found a new position and would like to transfer her 401 (K) after switching jobs. She would also like to transfer some of her paper stock ownership in her previous company to her children and donate some […]
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Jocelyn and Mike Brown own two hundred acres of land overlooking a beautiful ski town with a mountain range in the background. Jocelyn and Mike have five children and 18 grandchildren. None of the children or grandchildren have the financial resources to buy the land outright so that the equity can be evenly divided amongst […]
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Anthony and Shamari are considering buying a home in Florida. They want to spend their winters there. The amount they have to spend on the new home in large part is determined by the feasibility of renting their current home out for the three to four months they will be gone. Their current home is […]
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Miguel, a nurse, and Sara, a doctor, are parents of three minor children. They are both employed by a local hospital, and both work in the emergency room. As frontline workers in a pandemic, COVID-19 has made them face fears that most parents consider their worst nightmare, leaving their children without parents. They are meeting […]
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Mary and her mother, Louise, have just met with Louise’s estate attorney. Louise wanted to update her living will (advanced directives) and healthcare power of attorney. Louise has not updated these documents in thirty years, and her wishes have changed. She plans to move into an assisted living facility within the next six months and […]
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Mike S. is a 40-year-old venture capitalist who fell on the wrong side of the law. He faces a two-year incarceration and needs to make some financial plans for his wife, a stay-at-home caregiver, and two minor children. Mike has several concerns, including paying the bills for his family and business, providing his family with […]
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A right of first refusal (ROFR) is a legal tool that can be applied to an estate plan for specific properties under certain types of circumstances. The following example helps to illustrate the way this legal tool is used and why it might be appropriate for your situation. Family Farm Roger and Sally have owned […]
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The notion of “fairness” often drives family dynamics during the child-rearing years, and this concept often continues to play a strong role as parents age. The dynamics that are established at this point often carry on beyond death when decisions about property divisions arise. The law addresses different notions of fairness with a variety of […]
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