Beyond the Wealthy: Why Trusts Are an Essential Tool for Every Family’s Estate Plan

When you hear the word trust fund, you might think of the uber-wealthy giving their kids a big chunk of cash on their 25th birthday. However, trust funds aren’t just for the rich.
Does a Living Trust Help Avoid Probate and Minimize Inheritance Taxes?

Navigating estate planning can feel overwhelming, especially when weighing the differences between a last will and testament and a revocable living trust.
Beyond the Last Will: Why a Complete Estate Plan Requires More Than a Basic Will

You should be aware of what a will can’t or shouldn’t do.
Navigating End-of-Life Estate Planning When Your Spouse Is Seriously Ill

Planning for the death of a spouse is difficult and painful. It involves conversations that we don’t want to have.
How Charitable Giving Benefits the Giver

With a charitable tax deduction, you can donate to a good cause and cut your tax bill at the same time.
Celebrity Estate Planning Mistakes to Avoid

If you follow celebrity news, you can’t help but get a little education about estate planning—you could fill a whole textbook with their cautionary tales.
Back to School Planning to Protect Your Kids

Ensure that your children’s futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.
Estate Planning for Blended Families

Traditional, simple estate planning may not be sufficient to accomplish estate planning goals in many blended family situations.
Michael Jackson’s Daughter Paris Continues Battle Over His Estate

The most recent of many legal skirmishes to come to the public’s attention involves Paris Jackson, Michael Jackson’s daughter.
Spring Cleaning Guide: Why Your Estate Plan Needs an Annual Polish

To keep your estate plans current, here’s what to review this spring regarding wills, trusts, beneficiaries, powers of attorney and funeral wishes.