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𝗗𝗲𝘀𝗶𝗴𝗻𝗮𝘁𝗶𝗻𝗴 𝗚𝘂𝗮𝗿𝗱𝗶𝗮𝗻𝘀 𝗳𝗼𝗿 𝗠𝗶𝗻𝗼𝗿 𝗖𝗵𝗶𝗹𝗱𝗿𝗲𝗻
As a parent, you work hard in hopes that when you go, your children will be prepared to live independently. But what happens if both you and your...
𝗪𝗵𝗮𝘁’𝘀 𝗛𝗼𝗹𝗱𝗶𝗻𝗴 𝗬𝗼𝘂 𝗕𝗮𝗰𝗸 𝗳𝗿𝗼𝗺 𝗖𝗿𝗲𝗮𝘁𝗶𝗻𝗴 𝗮𝗻 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻?
“I am about to get remarried, so we are waiting until we merge our assets” OR “We are about to move around several of our accounts, and we want to...
When to Consider Revising Your Estate Planning Documents
Creating Estate Planning documents can (and will) leave you with the peace of mind that your family is protected. It is very important to review...
A lesson from losing a loved one, by Lena Clark, Trusts and Estates Attorney
My 68-year-old father unexpectedly passed away in 2022. Despite my efforts to encourage my parents to create Last Wills and Testaments and Revocable...
The Perils of Probate
A few years ago, a couple came to our office to prepare an Estate Planning package. Let’s call them Bob and Suzie. Although Attorney Clark strongly...
Case Study: Leaving Your Home to Your Son
Picture the following: you and your spouse decided that you would like to leave your home to your son. Your neighbor suggested the best way to do so...
The Pro’s and Con’s of a Revocable Trust
Over the past several months, we have used this space to provide insight about the Estate Planning process, and the benefits of a Revocable Living...
Straightening Out the Finer Details of Your Estate Plan
An Estate Planning package - especially one that includes a Revocable Living Trust - gives you a great deal of control over what happens to you,...
Estate Planning for Those Under 40
We all live as if we have decades ahead of us, dealing with the present — we can't know the future. And that's why now is a great time to get a jump...
Are You Ready To Retire Early?
Maybe your job, even your entire sector, has disappeared in 2020's economic turmoil. Or perhaps you are just reaching a point at which you are ready...
Getting Started
Ready to Take the First Step?The best way to accomplish anything is by taking the first step. Our team is ready to work diligently to help you accomplish your estate planning goals. Schedule a consultation today or learn more about our process below.