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What to Do with Your Beloved Collection

Posted on: August 29th, 2018
Whether your beloved collection consists of artwork, books, cars, music, or other significant items, you should not forget about this valuable asset when estate planning....

Finding the Right Fit: Questions For Prospective Wills and Trusts Attorneys

Posted on: August 22nd, 2018
It goes without saying that estate planning is incredibly important and is more than just having a will or a trust. Estate planning offers a sense of security for you and your loved ones that your wishes will be carried out. With such an important and personal endeavor, selecting the right Wills and Trusts Attorney is crucial....

The Biggest Threats to Successful Estate Planning

Posted on: August 15th, 2018
While having your estate planning documents prepared is the first hurdle to overcoming these types of disasters, there are several threats that lurk around the corner that might derail your wishes....

Steps For Starting the End-of-Life Conversation

Posted on: August 8th, 2018
No one wants to discuss death and dying. And yet, it’s a critical time in everyone’s life and one for which we know we need to prepare. While many people have the desire to share their wishes, something is preventing people from openly communicating with their families....

Joint Tenancy Pitfalls: The ‘Simple’ Fix that Can Leave Your Family Broke

Posted on: July 31st, 2018
As a way to simplify the transfer process and avoid probate, you may be tempted to add a child or other relative to the deed or bank account utilizing the ownership type of joint tenancy with right of survivorship (JTwROS). However, while this type of ownership delivers a lot of potential benefits, it may also be masking some dangerous pitfalls....

How many plans do I need?

Posted on: July 25th, 2018
Most folks have at least heard of an estate plan. But fewer realize that a simple will is not enough to prepare for your future. In fact, a combination of plans - financial, tax, legacy, and estate - are vital to your financial well-being and protection of your assets and family. All of these plans are closely linked, affecting one another but also serving different purposes....
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