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The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both

Posted on: June 15th, 2017
However, comprehensive estate planning isn’t just death time planning. It’s lifetime planning, too. It’s about ensuring that your medical and financial decisions can be made by someone that you trust....

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....

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....

Michael Jackson’s Estate Pulled into Seemingly Endless Probate Court Battles

Posted on: February 1st, 2016
Michael Jackson, the “King of Pop,” had always been a controversial superstar. While Jackson created a trust to care for his children and other family and friends, he never actually funded it. The result? A plan that didn't actually work for him....

Listen Up: These States Will Usher in Changes to Their Death Taxes in 2016

Posted on: December 15th, 2015
In 2015, there are still 20 U.S. jurisdictions that collect a death tax at the state level....

What Documents Do You Need to Find After a Loved One Dies?

Posted on: June 15th, 2015
After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. While the documents required will vary depending on what your loved one owned and owed, below is a list of common documents you will need to find:...
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