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Schedule Your Free Consulation15
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...
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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...
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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...
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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...
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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...
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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...
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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...
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May
Planning for the Unthinkable: Essential Tools for Parents of Minor Children
Did you know that roughly 75% of Americans don't have a basic will 1? Even more concerning is that many of these individuals have children under the age of 18, leaving their families vulnerable to unnecessary legal complications and uncertainty. Estate planning is often mis...
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10
May
Caution: Your Traditional Asset Protection Plan Is Set Up to Fail
With rising housing costs and the appeal of shared financial responsibilities, more people are considering co-owning a home with someone other than a spouse—such as a friend, relative, or significant other. While this arrangement can offer financial and lifestyle benefits...
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10
May
Should You Buy a Home with Someone Other Than a Spouse?
With rising housing costs and the appeal of shared financial responsibilities, more people are considering co-owning a home with someone other than a spouse—such as a friend, relative, or significant other. While this arrangement can offer financial and lifestyle benefits...
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