Let’s Start Planning Your Future Today
Whether you need to create a simple Will, protect your assets, or plan for your business, our team is here to help.
Schedule Your Free Consulation17
Jun
Remember Your First Line of Defense: Insurance
The modern insurance market dates to seventeenth-century London, where merchants reeling from the Great Fire of London started pooling funds to cover fire losses. Today, this same basic concept—pooling risk to protect individuals and businesses from catastrophic loss—...
View More17
Jun
Could a Domestic Asset Protection Trust Be the Right Trust for You?
There are more ways to create wealth today than ever before. Whether you are working a traditional nine-to-five job and investing in the stock market, a full-time investor taking advantage of online trading platforms and international markets, running an online business that you...
View More17
Jun
Are You Saving Enough for Retirement?
Retirement is supposed to be a carefree period of enjoyment and fulfillment. However, retirement has become a daunting prospect for many Americans, full of anxiety and financial uncertainty. Longer lives and rising costs make the idea of retiring in one's 60s increasingly u...
View More15
May
4 Tips to Avoid a Will or Trust Contest
Disputes over the provisions in your will or trust can derail your final wishes, quickly diminish your financial legacy, and cause lasting rifts among your loved ones. Fortunately, with thoughtful planning, you can help your family avoid unnecessary and painful conflict. If you'r...
View More15
May
Is it Time for an Annual Planning Retreat?
Do you ever feel like you never truly get a moment to yourself? Or that when you do, it doesn't feel as meaningful or productive as it could be? In today’s always-on culture, the constant pressure to stay busy can paradoxically keep us from making real progress. We hu...
View More15
May
Where is the Best Place to Store Your Original Estate Planning Documents?
Estate planning attorneys are frequently asked where original documents, such as wills, trusts, powers of attorney, and healthcare directives, should be kept for safekeeping. While there's no one-size-fits-all answer, the following considerations can help you determine the...
View More15
May
Have a Harmonious Family that Does Not Fight? You Still Need an Estate Plan
In many families, things run smoothly—holidays are full of laughter, stories are shared, and there's a genuine sense of togetherness. But all too often, when the family matriarch or patriarch passes away, old wounds resurface. Suddenly, a once-close family finds itsel...
View More13
May
How to Make the Next 100 Days Impactful
What comes to mind when you think of spring? Maybe it is blooming flowers, buzzing insects, singing birds, or the fresh smell of the earth after a rain. Your thoughts might turn to outdoor pursuits as the days grow warmer and longer. Memorial Day is not far off, marking the unoff...
View More13
May
Notable Estate Planning Legislation
No matter the time of year, taxes are always a hot topic. While we usually think about taxes in terms of how they affect us today, it can be equally important to understand the history of tax laws that can impact your estate plan. The Estate and Gift Tax Taxation of propert...
View More13
May
President Trump’s First 100 Days in Office
President Trump entered office having won the electoral college and with relatively strong approval ratings. On his first day in office, he issued over 25 executive orders, and in his first 30 days, he issued more than 70,1 seeking to make good on his promises to transform the fe...
View More
