Estate planning is essential to protecting your assets and quality of life in case of incapacity. However, will your legacy be appropriately distributed once you've passed on? Beneficiaries stand as the recipients of your assets. In this context, assets e ...

Estate planning is a deeply personal journey that goes beyond the mere distribution of assets. It's about safeguarding the legacy you've built over a lifetime and ensuring that your loved ones are well taken care of when you're no longer there to guide th ...

One of the most important aspects of estate planning is having access to your documents and an efficient way to make adjustments as necessary. Some changes are so small it’s not easy to find the time to come into the office with questions or requests. To ...

It’s important to have an estate plan in all phases of our lives, but as we age, planning for the future becomes a necessity. Finding ways to protect your assets and prepare for the possibility of long-term care will ensure that you and your family will b ...

There have been recent news articles about some changes the IRS made concerning inheriting assets from trusts.  According to the article, in March the IRS issued Revenue Ruling 2023-2.  The new Ruling states that property held in an irrevocable trust is n ...

Every estate planning strategy will look different based on your individual circumstances and unique family needs. There are so many legal tools at your disposal, sometimes it’s difficult to decide on the best course of action. Of course, an experienced e ...

As a trustee, you play a vital role in the administration of a trust. Trust administration can be complex and time-sensitive, requiring a great deal of attention to detail and a thorough understanding of the trust. It’s important to be fully committed to ...

Although nuclear families still exist, blended families are becoming increasingly common. It’s more common to see step-parents taking a more active role in raising their step-children and better attitudes toward peaceful and friendly co-parenting. However ...

Few things are more beautiful and pure than a parent’s love for their child. Parents work hard to ensure that their children have the best chance at a successful career and one day retire after living a fulfilling life. However, not all children have the ...

Valentine’s day can be a subject of excitement and joy for some couples, and a sore reminder for others. One of the easiest ways to keep things romantic is to eliminate the worry surrounding assets in a marriage is through a prenuptial or postnuptial agre ...

New Year’s is fast approaching, which means that many of us are reviewing 2022 and deciding what we can do better in 2023. We’re also identifying new goals based on everything that’s happened this year. Estate planning should be on everyone’s agenda fo ...