July 23, 2024
The Three-Year Review and The Three-Year Plan
Reflecting on the past three years and planning for the next three is an insightful and strategic exercise for personal and financial growth....
July 12, 2024
Who Needs an Estate Plan?
If you’re reading this, you need an estate plan. Why? The short answer is “Everyone, age 18 and older, needs an estate plan.” It doesn’t...
May 28, 2024
Qualified Domestic Trusts: Your Jumpstart to ...
Married couples love each other and want the best for each other. Establishing a comprehensive estate plan is one way to provide the best for each...
May 19, 2024
Land Trusts, Corporate Transparency, and Real...
Estate planning is an intricate process, especially when it involves real estate. Land trusts, the Corporate Transparency Act (CTA), and various real...
May 19, 2024
What Is the Difference Between a Probate and ...
Estate planning attorneys and probate and trust administration attorneys play crucial but distinct roles in the legal processes involving legacy...
May 6, 2024
Passing the Torch: Smart Business Succession ...
[caption id="attachment_234" align="alignleft" width="300"] Photo by David I Muir[/caption] As a business owner, your company is not just an asset...
May 6, 2024
Who Will Care for Your Child When You Cannot?
As parents, our primary concern is the welfare of our children. This responsibility doesn’t just involve daily tasks like waking them up for...
May 6, 2024
Beware of Nonlawyers Acting Like Lawyers in E...
When it comes to creating an estate plan, many may perceive it as just filling out a set of forms. However, the documents within an estate plan are...
May 3, 2024
5 Essential Legal Documents You Need for Inca...
Comprehensive estate planning involves more than just planning for your legacy after your death, avoiding probate, and reducing taxes. Good estate...