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From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 1

Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move...

Why “Just a Will” Is Never Enough

When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they...

3 Simple Mistakes That Can Derail Your Estate Plan

If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how...

Why Everyone Needs to Keep Their Estate Plan Updated

As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents,...

Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance

If you have a current estate plan, I'll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a...

Will Your Estate Plan Work When Your Family Needs It?

Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list. You can shop...

TRUSTS & TAXES: WHAT YOU NEED TO KNOW

People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up,...