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Latest Blog Posts

Do you really need a trust?

Posted on: July 18th, 2017
Although many people equate “estate planning” with having a will, there are many advantages to having a trust rather than a will as the centerpiece of your estate plan....

Do you really need a will?

Posted on: July 5th, 2017
So, do you really need a will? The short answer to this question is “yes.” In fact, everyone who owns anything - no matter how little value it may seem to have - should have a will....

Isn’t There Already A Law That Leaves Everything To My Spouse And Kids?

Posted on: June 27th, 2017
Many people think that if they die while they are married, everything they own automatically goes to their spouse or children. They’re actually thinking of state rules that apply if someone dies without leaving a will....

Tips for Working with a Law Firm

Posted on: June 22nd, 2017
When you hire an attorney for estate planning, help with a loved one’s estate, or any other legal matter you want to make sure that the work gets done as quickly as possible and at the best possible value....

The sun has risen again. How you and your family can benefit from a (legal) late portability election.

Posted on: June 20th, 2017
How can a portability election benefit you and your family? It could help save hundreds of thousands of dollars of estate and gift taxes for your family if you lost your husband or wife in the last few years....

Estate Planning That Expresses Who You Are - 5 Things to Talk About with Your Family

Posted on: June 14th, 2017
You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both calls for a family meeting to have a conversation about your money, your legacy, and your core principles....
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