Safeguard Your Family's Future & Make the Most of Your Assets
BEGIN WITH A COMPLIMENTARY 2-HOUR CONSULTATION
- Home
- About
-
Estate Planning
- Estate Administration
- Trusts
- Asset Protection
- Business Succession
- Charitable Planning
- Estate Tax Planning
- Estate Planning for Singles
- Planning for Married Couples
- Planning for Minor Children
- Planning for Blended Families
- Planning for Peak Earning Years
- Planning After a Divorce
- Planning for Retirement
- Wills
- Elder Law
- Resources
- Testimonials
-
Blog
- Steps to Take as A Parent’s Condition Takes a Turn
- How Do I Include My Pet in My Estate Plan?
- Financial Issues to Consider Before Marrying Again
- What Is Better, a Trust or a Will?
- Does Anyone Really Need a Trust?
- What Is ‘broken Heart Syndrome’?
- Business Owners Need Estate Plan and A Succession Plan
- What’s Better, a Living Trust or A Will?
- Are Vitamin D and Dementia Connected?
- How to Decide Who Your Healthcare Proxy Should Be
- Common Estate Planning Mistakes to Avoid
- Beneficiary Designations and Your Estate Plan
- How Can I Goof up My Estate Plan?
- Estate Planning for Digital Assets
- Does Your Bumper Sticker Read ‘We’re Spending Our Children’s Inheritance’?
- Does Your Estate Plan Include Furry or Feathered Family Members?
- Why Is a Revocable Trust so Valuable in Estate Planning?
- How to Find a Great Estate Planning Attorney
- How Do Estate Plans and Trusts Work?
- Do I Need a Generation-Skipping Trust?
- Your Cryptocurrency and NFTs Need to Be Included in Your Estate Plan
- What Are Benefits of Putting Money Into a Trust?
- What Happens Financially when A Spouse Dies?
- Has the Pandemic Made People More Aware of Estate Planning?
- Learning from Scams that Target Older Americans
- Does a Supplemental Needs Trust Have an Impact on Government Benefits?
- What Do I Do with My Dad’s Timeshare when He Passes Away?
- What Games Keep My Mind Sharp as I Age?
- What Are Benefits of Pre-Planning My Funeral?
- What Do I Do with An Inherited IRA?
- How Much Sleep Should Seniors Get?
- Is a Roth Conversion a Good Idea when the Market Is Down?
- What Happens When Unmarried Couples Don’t Have Wills?
- What Is the Purpose of a Pet Trust?
- Have You Prepared Your Family for Your Death?
- As a New Parent, Have You Updated (or Created) Your Estate Plan?
- Estate Planning for Parents with Young Children
- Bored in Retirement? Find Your Essential Self, For Starters
- What Should I Know about Estate Planning before ‘I Do’?
- What Happens If You Become Incapacitated?
- Should I have Revocable Living Trust in Estate Plan?
- What Do I Need to Do Right after Spouse Dies?
- What Foods Can Help Prevent Dementia?
- Why Is Communication Important in Estate Planning?
- What Happens to a Pet when Owner Dies?
- Common Estate Planning Mistakes to Avoid
- Should You Update Your Estate Plan?
- Sleep Apnea Can Be Deadly
- When to Move into Senior Housing
- My Children Really Don’t Want My Stuff?
- Can I Protect My Inheritance from Divorce?
- Can You Inherit a House with a Mortgage?
- Should I have a Pour-Over Will?
- How to Avoid Getting Sepsis in the Hospital or Nursing Home
- When are You Required to File a Gift Tax Return?
- Should an Estate Plan Include a Cabin on the Lake?
- The Top Three and Bottom Three States for Retirees
- Stretch IRA May be Disappearing Soon
- Choosing an Active Adult Community
- How Will the Secure Act Changes IRAs and RMDs?
- Is My Irrevocable Trust Revocable?
- Can You Bequeath Frequent Flier Miles?
- Should You have a GRAT?
- Some Older People Are Healthier with Extra Pounds
- Is Estate Planning Affected by Property in Two States?
- Estate Planning Checklist: What to Consider Before You Start
- Estate Planning for Young Adults
- Dispelling Estate Planning Myths
- How to Handle Creditors’ Claims as an Executor or Trustee
- My Sibling Took My Mom to a Lawyer to Change Her Will a Month Before She Died
- Wills vs. Trusts: Which One is Right for You?
- The Benefits of a Special Needs Trust
- The Benefits of a Medicaid Trust
- Attorney-Drafted Estate Plan vs. Using an Online Form
- FAQs: What Needs to Be Done When Someone Dies
- Estate Planning for Family Business Owners
- What Happens to My Retirement Account When I Die?
- How Does Life Insurance Factor Into Estate Planning?
- Revocable vs. Irrevocable Trust: Which One Is Right for Me?
- Creating a Business Succession Plan
- Setting Up a Trust
- The Pros and Cons of a Joint Will for Married Couples
- How Can I Change My Will?
- Contact Us