Planning for the future can be challenging. You are no longer 21. You have lived a full and rewarding life. Maybe you are married, perhaps more than once. Maybe you have children. You have property: a house, a business, a vacation home, retirement accounts and investments. Estate planning is more than deciding to whom your property should go after you pass. It includes providing guidance to medical professionals … Read More
Probate Process
What is Probate? Probate is a court procedure held in probate court that requires an estate representative to do an inventory and gather all the … Read More
Trust Administration
Most of our clients soon learn that proper trust management requires a substantial amount of their time and attention to detail. Meetings or … Read More
Special Needs Trusts
Do you have a child that has a serious physical or mental disability? Have you as an adult inherited money or received a settlement from a car … Read More
LGBT Estate Plan
First, let’s acknowledge the Supreme Court decision that allows same sex couples the right to marry. “No longer may this liberty be denied....The … Read More
Revocable Living Trusts
Trusts are useful tools in the field of estate planning. They can be used to span the gap of life and death, and to avoid or defer potential … Read More
Power of Attorney
Power of Attorney forms are useful documents for many occasions. Increasingly, people are using a specific type of Power of Attorney to … Read More
Blended Families 2nd or 3rd Marriages
Are you in a second marriage? Do you have children from your first marriage and have or are planning to have children with your new spouse? … Read More
Advanced Health Care Directive
Are you concerned if you should become incapacitated and are unable to make health care decisions for yourself? Illness and advanced … Read More