Aretha Franklin Died Without A Will or Trust

By |2021-06-19T20:55:49+00:00October 28th, 2019|Charitable Giving, Estate Planning, Probate, Trusts, Wills|

On August 16th of last year, Aretha Franklin, the “Queen of Soul”, passed away from pancreatic cancer at the age [...]

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Probate Checklist: What to do After a Death

By |2019-06-24T16:50:23+00:00April 2nd, 2019|Estate Planning, Probate, Trusts, Wills|

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.

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The Holidays and Your Estate Plan

By |2021-05-14T16:56:07+00:00December 12th, 2018|Estate Planning, LAdy Bird Deed, Probate, Trusts, Wills|

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.

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Giving Big This Season! A Primer on the Gift Tax Exclusion

By |2021-05-14T16:53:27+00:00November 27th, 2018|Estate Planning, Financial, Taxes|

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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Estate Planning Basics: How To Lose Your Inheritance

By |2021-06-19T21:03:09+00:00August 30th, 2018|Estate Planning, Probate, Taxes, Trusts, Uncategorized, Wills|

It has never been a better time to be the heir of an estate or trust. The economic boom has [...]

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