While most people create an estate plan as a way to leave assets or heirlooms to specific friends and family [...]
Do You Have Your Original Estate Planning Documents? One of the most common questions I receive as an estate planning [...]
Whether you have an estate plan, or are just getting started with your plan, there are some common and [...]
President Biden has proposed fundamental changes to our estate tax policy that could dramatically increase the taxes paid by your [...]
On August 16th of last year, Aretha Franklin, the “Queen of Soul”, passed away from pancreatic cancer at the age [...]
Major life changes such as marriage, having children, moving out of state, and divorce are all cause for revisiting your [...]
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.