Let us help you make sure that none of these events unfold. We’re here to guide you every step of the way through creating and maintaining a timely, robust, and strategic estate plan. Give us a call today to make sure your plan is current and includes all the necessary provisions to keep a contest from occurring in the future.
Consider these three asset protection tips to ensure creditors won't go after your hard-earned money.
The divorce process can be long and expensive. However, the work does not end once the divorce decree is signed. In order to ensure that your assets and estate planning wishes are carried out in light of this major life change, there are three things you must do as soon as possible.
Consider these three liability planning tips for physicians to protect their hard-earned money.
Estate planning is more about protecting your values, morals and legacy than it is about protecting your money. Find out more here!
If you've been procrastinating about completing your estate plan, now is the time to get it done!
Equal division of your estate to your beneficiaries may make sense for some people. However, there are other reasons why unequal division may be more fair.
Establishing a trust is a great probate-avoidance tool. But having a trust doesn't necessarily keep you out of Probate Court.
For some wealthier couples, lifetime QTIP trusts may be a good estate planning tool. The QTIP Trust is created and funded with gifts from the wealthier spouse that qualify for the unlimited marital deduction while both spouses are living.
Here's a checklist of documents and items you should bring to your initial consultation with your new estate planning attorney.
Many people think having just a Will is a sufficient estate plan. However, what most people don't realize is that their Will only goes into effect upon that person's death. What if you become incapacitated? Do you have a plan in place? If not, a conservator may need to be appointed to manage your financial affairs during your incapacity.
A new child is a welcome addition to the family. Taking care of this precious child means ensuring your financial and personal affairs are in order in the event of your death or incapacity.
It's wonderful you have an estate plan. Now, it's up to you to ensure that estate plan fits your current financial and personal circumstances.
Tax Day is just around the corner. Don't make these 4 mistakes when filing your taxes.
While putting together an estate plan is important for you and your loved ones, it is equally important for you to understand the role of the trusted individuals who will be carrying out your wishes when you are unable to. When it comes to estate planning, these helpers are key.
If you have recently been diagnosed with a serious medical condition or illness, consider taking these three steps to ensure you and your loved ones are protected.
Under current federal tax law, most estates will not be subject to federal estate taxes or "Death Taxes." However, if your estate is of significant value, you may want to consider portability.
If you don't have any family members or close friends who are able and willing to help you manage your personal and financial affairs, a Private Professional Fiduciary is a great alternative.
Do you know who is listed as your beneficiary(ies) on your beneficiary designated assets? If not, the answer may surprise you and can negatively impact your estate plan.
Historically, Halloween was a celebration of human death. Have you thought about what will happen upon your death?
Don't forget Buddy! Estate planning should include all members of your family, including your beloved pets.
Transmuting property to community property can save beneficiaries in capital gains tax.
Whether or not you need to avoid probate can be a complex question. Speak with an estate planning attorney to decide if one or more probate avoidance techniques is right for you.
Choosing the right guardian for your minor children can be one of the most difficult decisions in the estate planning process. This blog post identifies some characteristics you should consider to help make this decision easier.
Our counsel is distinguished in our profession for many reasons. One that we pride ourselves the most in, is the fact that our professionals are experienced and totally committed to tending to each and every one of our client's estate needs and concerns.