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Your Estate Plan: Distributing Assets Outside of Probate - blog post image

Your Estate Plan: Distributing Assets Outside of Probate

As advocates of good estate planning, we work hard to make sure our clients understand they have a wide range of choices for reaching their goal...

12 April
What to Do Before a Loved One Passes Away - blog post image

What to Do Before a Loved One Passes Away

One of the most difficult things any of us will ever face is the passing away of a loved one. There is no way around it; death is an emotionally...

14 March
Tax Time and Our New Tax Laws - blog post image

Tax Time and Our New Tax Laws

It is almost tax time and we have new tax laws on the books. As exciting (or not) as tax law may be to you, for the most part, the new laws will...

15 February
Helping Aging Parents Through Their Late-In-Life Journey - blog post image

Helping Aging Parents Through Their Late-In-Life Journey

Although aging is a natural part of life, it often takes adult children by surprise to see changes in parents that signal additional care-giving...

11 January
Your Estate Plan: Finished Does Not Mean Final - blog post image

Your Estate Plan: Finished Does Not Mean Final

There is something that feels “final” to most of us when we work through the estate planning process; making the important decisions, signing th...

14 December
Trust Language (REALLY) Matters - blog post image

Trust Language (REALLY) Matters

Trusts are written to reflect the specific purpose and operation of the trust. A typical goal is to pass along assets for the benefit of one’s c...

16 November

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