June 6, 2019
Different people have different estate planning needs, and there’s no such thing as a one-size-fits-all solution. With that said, estate planning generally begins with the creation of a […]
May 23, 2019
One of the primary goals of estate planning is to preserve the value of your estate—ensuring that the assets you leave behind retain their full value […]
May 9, 2019
Estate planning is ultimately about preparing for the future—making sure your assets, your life, and your legacy are protected against all contingencies. Proper estate planning calls […]
April 25, 2019
We often meet with individuals who have gone to the trouble of establishing a last will and testament—and they assume this is all they need for […]
March 28, 2019
In setting up a trust fund, one of the most important decisions you will make is who will serve as the trustee. The trustee you name […]
March 21, 2019
It’s an honor when your friend or family member asks you to serve as their trustee. What that means is that they are entrusting you to […]
December 20, 2018
As general advice, we’d say it’s always best to establish an estate plan early in life; that way, you can work out any wrinkles and avoid […]
December 6, 2018
Many individuals never think about how their possessions will be distributed once they die—perhaps because they simply lack knowledge about how estate planning is supposed to […]
October 4, 2018
Estate planning is all about preparing for the future—and that means more than just ensuring your finances are in order. It means being certain that the […]