by Brooks, Tarulis & Tibble | May 17, 2022 | Business Briefs, Divorce, Estates, Family Law
Blended families bring unique challenges to wealth, retirement, financial and estate planning. Divorce decrees, second families, new in-laws, stepchildren and a whole new clan are some of the issues to address. Using experienced counsel can ensure your wishes are...
by Douglas Tibble | Dec 29, 2021 | Business Briefs, Estates, Taxes, Trusts & Estates
To many people estate planning is merely preparing a will to tell your executor what to do with what you own when you die. But, estate planning is more than just drafting a will. It includes tax efficiencies, wealth preservation, asset protection, efficient asset...
by Brooks, Tarulis & Tibble | Dec 29, 2021 | Estates, Family Law
As we grow older and perhaps lose a spouse, children, other family members or even friends are often called on to help with financial and other decisions. In more drastic instances a legal guardian may have to be appointed by a Court, often causing unneeded expense...
by Brooks, Tarulis & Tibble | Nov 29, 2021 | Business Briefs, Estates, Family Law, Trusts & Estates, Wills
As an increasing number of seniors opt to remain in their homes with the assistance of non-family caregivers, there is an increasing risk that they could be victimized by an unscrupulous caregiver. Even if retained from a reputable source, background checked, highly...
by Brooks, Tarulis & Tibble | May 25, 2021 | Business Briefs, Estates, Family Law, Trusts, Trusts & Estates
The death, disability and isolation caused by COVID-19 highlighted the need for parents and children to assess whether they have appropriate authority to care for the other’s financial and other needs if one is suffering from a medical disability or following their...
by Brooks, Tarulis & Tibble | Apr 27, 2021 | Business Briefs, Estates, Family Law, Trusts & Estates, Wills
As parents grow older and perhaps lose a spouse, children, other family members or even friends are often called on to help with financial and other decisions. In more drastic instances a legal guardian may have to be appointed by a Court, often causing unneeded...
by Brooks, Tarulis & Tibble | Dec 9, 2020 | Contracts, Estates, Family Law
For aging baby boomers there are a plethora of living options from senior communities to assisted care facilities to skilled nursing homes. Each has its own benefits, costs and amenities, and are all subject to a written contract. As the services and purposes of each...
by Mark Schroeder | Mar 7, 2019 | Business Marketing, Estates, Firm News
Eric Wilen spoke at the National Business Institute full day seminar entitled “Step by Step Guide to Drafting Will and Trusts” on Friday, February 9, 2019. Because of Eric’s expertise in tax, he presented to attorneys, accountants, enrolled agents, trust officers and...
by Douglas Tibble | Dec 14, 2018 | Business, Estates, Family Law, Taxes, Trusts, Wills
Increasingly rapid changes in our economic life emphasizes the need to work with your lawyer and other professionals to create financial plans that protect your assets, maximize their potential and provide for efficient transfers. This is no longer merely drafting a...
by Douglas Tibble | Feb 1, 2018 | Business, Business Briefs, Estates, Insurance
Any business with value and any business owner with a personal estate should have appropriate business insurance. A competent and trusted insurance agent or broker is critical in obtaining proper insurance from proper companies in proper amounts addressing the...
by Brooks, Tarulis & Tibble | Apr 3, 2016 | Business, Business Briefs, Estates, Internet
With the increasing use of various electronic media to store documents, pictures and personal information; access and maintain accounts; and conduct transactions, it is increasingly important to protect and plan for the use and ownership of your digital estate and...
by Douglas Tibble | Jul 14, 2014 | Estates, Family Law, Individuals, Real Estate, Trusts, Wills
Despite how careful you are, accidents and other problems can arise, including those caused by third parties, that put your personal and family’s savings and assets at risk. While you cannot absolutely protect all of your assets from the claims of creditors, even by...
