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RECENT ARTICLES
Probate Checklist: What to do After a Death
Dealing with the death of a loved one can be an overwhelming and emotional experience. This probate checklist provides practical advice to help navigate this difficult process, including important steps in the weeks following a death as well as ways to be prepared.
Resources to Help with Your Estate Plan
As January comes to an end, we’re reflecting on the progress of our New Year’s resolutions! If one of your resolutions was to update your estate plan, or perhaps start an estate plan, we want [...]
The Holidays and Your Estate Plan
While it can be difficult to broach the topic of estate planning, the holidays are a great time to start the conversation. Make sure you have the appropriate safety measures and documents in order to protect your loved ones. From lady bird deeds to living wills and special needs trusts, we can help you plan for your family’s future.
Giving Big This Season! A Primer on the Gift Tax Exclusion
A primer on the annual gift tax exclusion, how much you can gift before paying taxes, and how the lifetime gift tax exemption affects your estate plan.
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