If you’ve ever found yourself asking the above, we’ve found the root problem. After all, estate planning is not just a task for the elderly or the dying. Despite common misconceptions, an estate plan is not an end of life plan or something you prepare in old age....
October is National Estate Planning Awareness Month. One of the most rewarding aspects of my job as an Estate Planning attorney is the satisfaction of helping families achieve their goals and protect what matters most to them. Because what I do is really about...
Ask ten people on the street what the first step to building an estate plan is and I’ll bet my pinky finger that the majority will tell you to talk to a lawyer (or to ask Google) and the rest will hastily shuffle away, thinking you’re trying to sell them something....
October is National Estate Planning Awareness Month. Proper Estate Planning may provide security and peace of mind but sometimes feels difficult to approach. This month, I want to share resources geared toward overcoming obstacles that you or your family may be...
Estate planning is a game of timing. Regulations change constantly meaning best practices are in continual flux. Ensuring you and your loved ones are well taken care of means treating your plan as an evolving document. With the passing of recent legislation and the...
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