The desire to make a difference doesn’t end when we’re gone. For many people, incorporating charitable giving into their estate plan provides a way to support causes they care about while creating a lasting legacy. Whether you want to establish a scholarship fund, support medical research, or help your local community, thoughtful charitable planning can …
When it comes to planning for your family’s future, the options can feel overwhelming. Should you get a will? Create a trust? And what happens if you do nothing at all? These aren’t just academic questions – your choices today will impact your loved ones tomorrow. In this second installment of a two-part Q & …
When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership and asset management. Understanding how accounts are titled and who has access to them isn’t just about convenience—it’s about ensuring your assets transfer smoothly to your loved ones while protecting them …
Common Estate Planning Questions Part 1 of 2 – On How to Handle Your Assets Read More »
In Part 1 of this series, we explored general estate planning considerations given today’s changing landscape, especially related to taxes, interest rates, and asset protection. Now, let’s focus on how to protect families with unique planning needs, including LGBTQIA+ families and those with children who have special needs. In this time of political transition, comprehensive …
With a new presidential administration onboarding, the estate planning landscape is shifting beneath our feet. If you’ve been waiting for the “right time” to create or update your estate plan, there’s truly no time like the present, which presents both opportunities and urgencies that demand attention. With anticipated changes on the horizon and favorable conditions …
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With combined experience of over 50 years we have assisted and supported our clients, their families and businesses through many different situations. We focus on seeking solutions rather than creating problems for our clients. Whether you need support and services in litigation (family law, business and personal injury), would like mediation or need Estate Planning services, we will meet your needs with exceptional skill, ability and experience. We offer our clients compassion, integrity and respect.
