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The Perils of Joint Property

Posted on: September 7th, 2017
That's all well and good, but joint ownership can also cause unintended consequences and complications. And it's worth considering some of these, before deciding that joint ownership is the best way to pass on assets to your heirs....

Kids Going Away To College? Why You Should Include Estate Planning in the Preparation

Posted on: August 23rd, 2017
Actually, there is something, probably not yet on your to-do list, that absolutely can make all the difference. Bring your child in to us!...

If I Don't Have an Estate, Do I Really Need an Estate Plan?

Posted on: August 10th, 2017
You don’t need to have a summer house in the Hamptons or a private art collection big enough to rival MOMA to consider yourself the owner of an estate. In fact, virtually anyone who owns anything has an “estate” in the eyes of the law....

Estate Planning: Why Me, Why Now, and Is a Will Enough?

Posted on: August 7th, 2017
You may feel that you are not wealthy enough or not old enough to bother or care. Or you may already have a Will and feel that you are all set on that front. Whatever your current position, consider these common misconceptions about estate planning....

4 Estate Planning Steps You Must Take After the Death of a Spouse

Posted on: August 2nd, 2017
When a spouse passes away, thinking about “the estate” might be the last thing on your mind. And while it’s necessary to give yourself ample time to process the loss of your partner, it’s also imperative you talk with your estate planning attorney...

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....
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