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Do I Need to Update My Estate Plan if I Relocate for Retirement?

You may have a will or a full estate plan that was prepared by an attorney in another state, or perhaps you haven’t yet taken the important step of planning your estate.

Posted on: June 17, 2019

What You Need to Know about Trusts for Estate Planning

Trusts fall into one of two main categories. The first category is composed of those that are established while the grantor (one who establishes the trust) is alive and are termed inter vivos (while living) trusts.

Posted on: June 14, 2019

Special Needs Families and Special Needs Trust

It's not just a matter of navigating day by day: Parents need the foresight to plan for their child's future—especially for when they will no longer be around.

Posted on: June 12, 2019

Selling a Parent’s Home after They Pass

Dealing with the death of a parent is challenging but selling their home can be fraught with land mines, particularly if they die without a will.

Posted on: June 11, 2019

Power of Attorney: Why You’re Never Too Young

Although we all like to make our own decisions, there may come a time when we no longer have that luxury.

Posted on: June 10, 2019

Have You Prepared Your Family for Your Death?

Unfortunately, in too many cases, families treat money and the issues surrounding wealth as taboo subjects. This may be the case even more so, when it involves the (inevitable!) prospect of death.

Posted on: April 8, 2019

Here’s Why You Need an Estate Plan

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.

Posted on: February 11, 2019

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