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.
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.