Trusts & Estates

How To Protect Your Estate in The Event You Are Incapacitated

Medical Directive and Last Will documents and Reading Glasses

With proper incapacity planning, feel confident that your loved ones and property will be in good hands if incapacity strikes.

Continue Reading

Important Estate Planning Considerations To Prepare For 2021

A calculator with the 2021 on the display

Here are a few important things to consider that can make your life easier when it comes to your estate and tax planning in 2021.

Continue Reading


A newspaper with the headline Changes coming in 2021

Here is what we know so far about some of President Biden’s key proposals that are most relevant to your estate planning in 2021.

Continue Reading

7 Tips for Successful Estate Planning With a Significant Other

Couple reviewing estate plan with attorney

A carefully crafted estate plan can provide peace of mind for you, your significant other, and your children for years to come.

Continue Reading

Domestic Asset Protection Trust: How to Protect Your Family from Lawsuits

Family of three holding a piggy bank to symbolize family asset protection

A Domestic Asset Protection Trust can protect your family from the threat of possible property loss in the event of a lawsuit.

Continue Reading

Low-Interest Rate Planning Strategies For Passing On Your Wealth

happy older couple discussing estate planning with their attorney

If you have a relatively large estate, you may want to talk with your estate planning attorney about the three following planning strategies.

Continue Reading

How To Prepare Your Beneficiaries to Receive Their Inheritance

Happy older mom and grownup daughter sitting on couch talking and laughing at home

One often-overlooked aspect of estate planning is preparing your beneficiaries to receive money and property.

Continue Reading

A Guide to Retirement Accounts and COVID-19 Relief in 2020

Closeup of the Coronavirus Aid, Relief, and Economic Security Act documents laying on a desk with eye glasses

How the CARES Act and other new legislative provision can affect yours Retirement Accounts and potentially lower your tax bill in 2020.

Continue Reading

The Benefits of Positive Estate Planning

Happy older couple talking about their estate plan and feeling very positive and optimistic

Rather than focusing primarily on negative goals, choose view your estate planning as a way to pass along a positive legacy.

Continue Reading

Prepare Your Family for the Future with an Estate Plan

elderly couple reviewing estate planning documents with their advisor

Creating or updating your estate plan will provide substantial peace of mind and security for you and your family.

Continue Reading