5 Questions about Living Trusts
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5 Questions about Living Trusts

Here are 5 questions you should consider asking and understanding if you’re thinking about a living trust. 1. Why is a living trust beneficial for my specific situation? You will want an understanding of how a living trust can address your unique circumstances, such as asset protection, avoiding probate, or minimizing estate taxes. Our team can...

Evolving with Life: Tailoring Your Estate Plan for Every Season
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Evolving with Life: Tailoring Your Estate Plan for Every Season

An estate planning attorney plays an important role in navigating through life’s changes, especially when it comes to ensuring your estate plan stays current. Life’s various stages, from marriages and births to financial shifts and relocations, each have profound implications on your estate. This article delves into how to keep your estate plan aligned with...

5 Estate Planning Mistakes to Avoid
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5 Estate Planning Mistakes to Avoid

When the time comes for you to go, you’d want to leave something behind to your next of kin – the family home, a lake cabin, your car, jewelry, works of art, or even your bank accounts. You’ve worked hard over the years to accumulate and maintain these assets; you’d want to properly pass them...

Wills & Trusts
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Wills & Trusts

When it comes to estate planning, most people often hear phrases like “the death tax” and other terms on taxation that don’t address the most important issue: Protecting your family from the stress and difficulties that losing a loved one often brings. Without the benefit of a will or trust, navigating the emotional, complicated, and...

How to Choose an Estate Planning Attorney
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How to Choose an Estate Planning Attorney

There are many reasons you can benefit from having an estate law attorney, especially in knowledge-based industries like finance. An estate planning attorney can aid you in analyzing the value of your property, setting up trusts, writing up wills, and handling all property management. Due to the importance of such a service, you must know...

November is National Adoption Month
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November is National Adoption Month

November is National Adoption Month. Adopting a child is one of the most amazing experiences a family can enjoy. No matter what the situation, it’s a very special and personal experience and parents are taking on the task of providing children with a loving home and the security they need to live happy, healthy lives....

Incapacity Plan: What is it and why you need it
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Incapacity Plan: What is it and why you need it

While his life’s work was all about making people laugh, the last years of legendary actor and comedian Groucho Marx were anything but pleasant. While he had a will, Marx did not plan for incapacity. As a result, his partner and children fought for years over the right to make decisions regarding his finances and...

The Dangers of DIY Estate Planning: Why An Estate Attorney Is Necessary
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The Dangers of DIY Estate Planning: Why An Estate Attorney Is Necessary

Wills and testaments are necessary for ensuring that the wealth of a person who has passed away is allocated according to his or her wishes. Unfortunately, two out of three adults in the country don’t even have estate planning documents on hand. Only 28 percent of people over the age of 55 are motivated to...

Succession Planning: 4 Steps to a Lasting Legacy
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Succession Planning: 4 Steps to a Lasting Legacy

According to the US Census Bureau, 90 percent of businesses in the United States are family owned. And they account for more than half of our nation’s employment. This includes farm operations, of which 97 percent are family owned, per the USDA. Surprisingly, it’s estimated that nearly six out of ten family businesses don’t have...

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