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Your Wealth - Your Legacy

Safeguarding Your Estate Plan Against Three Worst-Case Scenarios

Posted on: April 15th, 2017
The following tips can protect your estate plan against several worst-case scenarios....

Does a Dynasty Trust Make Sense for Your Family?

Posted on: April 1st, 2017
A dynasty trust can keep your wealth in the family for generations and preserve your legacy....

Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests

Posted on: March 15th, 2017
Without certain protections in place, naming beneficiaries to your life insurance policy may not be enough to protect the funds....

How You Can Build an Estate Plan that Includes Asset Protection

Posted on: March 1st, 2017
The best way to take full advantage of asset protection estate planning is to prepare proactively long before potential hardships like bankruptcy, divorce, or judgment ever come to pass....

How to Build Freedom From Court Interference Into Your Estate Plan

Posted on: February 15th, 2017
If you feel that the matters of your estate should be kept private and that your assets should be distributed to your loved ones rather than eroded by court fees, you’re not alone....

Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate

Posted on: February 1st, 2017
There are many ways in which comprehensive estate planning can have a positive impact on your life while you are still around to reap the benefits....

5 Reasons to Embrace the Emotional Nature of Estate Planning

Posted on: January 15th, 2017
The emotional nature of estate planning can bring up aversion in people, but here are five reasons why the degree of emotion involved is actually a reason to embrace the process with enthusiasm....

Impacts of the Trump Presidency on Estate Planning: Your Quick Guide

Posted on: January 1st, 2017
Here's what you need to know about planning your estate under the incoming Trump administration and Republican-controlled Congress....

Why a Trust is the Best Option for Avoiding Probate

Posted on: December 1st, 2016
As Ambrose Bierce once darkly observed, “Death is not the end. There remains the litigation over the estate.”...

You’ll Be Surprised: When Is The Best Time To Plan Your Estate?

Posted on: November 15th, 2016
Some people start thinking of getting a will in place when children arrive on the scene so guardians are named. Most people start thinking about planning their estates when they reach retirement age. However, you might be surprised, even shocked, to know that the best time to plan your estate is at age 18. The second best time to plan your estate is right now....

Estate Plan Maintenance

Posted on: November 1st, 2016
Your estate plan is a snapshot of you, your goals, your family, your assets, tax laws, and other laws in effect at the time it was created. All of these variables change over time, and so should your plan. It is unreasonable to expect the simple will written when you were a newlywed to be effective now that you have a growing family, or now that you are divorced from your spouse, or now that you are retired and have an ever increasing swarm of grandchildren....

3 Reasons You Want to Avoid Probate

Posted on: October 15th, 2016
Here are 3 key reasons why you want to avoid probate if at all possible....

Estate Tax Planning

Posted on: October 1st, 2016
Unless you have a comprehensive estate plan, taxes may slip in when you’re least expecting it....

Estate Planning for Young Families

Posted on: September 15th, 2016
We know how you feel - the last thing you want to think about is paperwork and making decisions about guardians, death, and money. But, estate planning is likely the most important paperwork you’ll ever do....

Estate Planning

Posted on: September 1st, 2016
Because estate planning is about taking care of yourself and those you love, it doesn’t matter how much money you have. The qualifications are simple and twofold....

Trust and Estate Administration Services

Posted on: August 15th, 2016
Rest assured, we are here for your loved ones if you become incapacitated and when you die. We hold their hands (sometimes, literally), guiding them through administration while following the instructions you’ve outlined in your estate plan....

HIPAA Release

Posted on: August 1st, 2016
Your healthcare files and all communications with medical professionals or their offices is private and has been since the Health Ins...

The Tragic Loss of Star Trek’s Anton Yelchin: Lessons for Estate and Legacy Planning

Posted on: July 15th, 2016
Anton Yelchin’s tragic situation highlights the fact that we are all – young and healthy, old and infirm alike – vulnerable to events outside our control. Establishing even a rudimentary plan is better than having nothing....

Updating Your Revocable Trust: How Many “Tweaks” Are Too Many?

Posted on: July 1st, 2016
If your life or the law has changed since you signed your trust, it needs to be updated. Let's chat about the difference between restatements and amendments and which is best for you....

Wondering Whether You Need to Update Your Estate Plan?

Posted on: June 15th, 2016
Wondering whether you need to update your estate plan? Yes, you do. It’s unrealistic to think that a piece of paper you draft, reflecting your life at a certain time, will work when your life has completely changed some years later....
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