Back to School Planning to Protect Your Kids
August 12, 2024
Ensure that your children’s futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.
What Does a Last Will and Testament Do?
January 12, 2023
A last will and testament is essential for every adult. It establishes one’s wishes for distributing their property, whether real or personal, after death.
Estate Planning Considerations for Minor Children
October 25, 2022
When preparing estate planning documents, certain beneficiaries may need more protection than others. One particular class of beneficiaries that needs to be intentionally considered is minor children.
What Is the Purpose of a Pet Trust?
June 3, 2022
Many well-off pet owners have left millions of dollars to their cats, dogs and even chickens—perhaps most notoriously Leona Helmsley, who left US$12 million when she died in 2007 to her white Maltese dog Trouble.
No Will? What Happens Now Can Be a Horror Show
April 11, 2022
It’s hard for a family to recuperate when the patriarchs and matriarchs have gone to glory, leaving a battle for who will carry the family’s leadership role and manage the family’s transition of wealth.
Do I Need to Update My Estate Plan?
September 22, 2021
Even though it is critical for your assets, family and legacy, estate planning tends to fall to the bottom of people’s to-do lists. What new parent wants to draft a will, while finalizing a nursery paint color?