What the LGBTQIA+ Community Needs to Know About Estate Planning
No matter what your orientation is, estate planning is essential to protecting your loved ones. …
Invest in Life Insurance for a Special Needs Trust
A child with special needs has unique responsibilities when considering their future care. Funding a…
What Is the Purpose of a Trust?
Many of our clients ask us this question. The following information can help you determine…
Make Sure You Think Twice Before You Prepare Your Own Estate Plan Documents
Frequently, we hear the following question: “Doesn't it make sense to just get a will…
An Overview of Co-Agents
It is hard for me to decide which of my two children will be my…
Insights Into Trusts and the Responsibilities of Trustees
If you're just starting to think about your options or if you're far along in…
The Importance of Talking to Your Parents About Estate Planning
The thought of talking to your parents about their will or estate plan, or whether…
What are the Five Most Essential Legal Documents?
All Americans who wish to protect their families and themselves must have an estate plan.…
Revocable Trusts: An Overview
This was a question we received from a client: A revocable trust created by my…
Memories Are Made of Your Possessions
Let's say you have a completed estate plan. It will be taking care of your…
Plan for Special Needs: A Guide
Enabling the Disabled You can make careful use of family money to fit the rules…
The Benefits of Living Trusts for Seniors
It's unfortunate that seniors are often prime targets for financial abuse and scams. Sadly, the…