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Month: May 2017

Don’t look for confessions or apologies

May 10, 2017
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Having studied people as a lawyer for almost 20 years, I can tell you that almost every person who steals an inheritance, exploits an elderly person, or commits some other type of fraud or breach against a family member feels entirely justified for having committed the act. For example, the caregiver who exploits their elderly…

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Don’t expect a settlement in an inheritance dispute

May 10, 2017
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  People can live with a bad money settlement, but they have a hard time living with injustice.    Here is a good tip: Don’t enter into litigation in an inheritance dispute with the assumption that your case will settle.  Don’t expect that the relative whom you are suing will eventually “cave” under the pressure…

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The early bird gets to save their family- family business succession planning

May 10, 2017
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Here’s a good tip.  Temper your children’s expectations at the earliest possible point about how you want your family business to run after your passing/retirement. The key to early successful family business transitions are having all parties on the same page. Therefore, don’t lose the opportunity to direct those discussions when you are still “calling…

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Reality Check- How often do your adult kids call each other?

May 9, 2017
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Every parent believes that their own kids are wonderful, special, and get along great.    After all, you fondly recall seeing your adult kids and their families getting along so nicely with each other around your table last Thanksgiving.  So, naturally, this blog post can’t apply to you… well, keep reading anyways. Because the reality…

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Red Flag- Caregiver abuse – What’s your number?

May 9, 2017
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Here is a great little tip I learned from a friend of mine.  Before he hires anyone to work at his house, or around his loved-ones, he asks them to list their phone numbers (including cell phone numbers) and email addresses for the last 10 years. He even goes so far as to verify this information…

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“Just say no”

May 4, 2017
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Let’s be honest, people-pleasers are very nice people to be around.  People pleasers will go out of their way to say “yes”.  They will very rarely give you a hard time, and will be personally pained if they have to say “no” to anything you ask of them. Let’s be honest again, people-pleasers make horrible…

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Trust Companies – professional referees

May 3, 2017
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Let me first take a moment to make a confession – I like professional trust companies. I like working with them. When it comes to trust administration, they make my job as a lawyer a lot easier. I find that things typically run a lot smoother and more efficient when a trust company is in…

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Recent Posts

  • Don’t look for confessions or apologies
  • Don’t expect a settlement in an inheritance dispute
  • The early bird gets to save their family- family business succession planning
  • Reality Check- How often do your adult kids call each other?
  • Red Flag- Caregiver abuse – What’s your number?

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