Estate planning is complex and continually evolving. Often, affluent families are “early adopters” of the newest and best estate planning strategies. Luckily, by working with us, you can benefit from the same estate planning strategies that affluent families do. Here are a few techniques we should discuss soon.
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A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can prevent that result.
What is a Will or Trust Contest?
A will or trust contest is a type of lawsuit that is filed to object to the...
Why Proactive Estate Planning with Your Attorney Is the Smartest Way to Avoid Probate
Here’s an important question to consider: When was the last time you had an estate planning attorney perform a full review of your long term plans for your financial affairs, your family, and your legacy?
For that matter, have...
If you are like most people, when you hear “asset protection planning,” you think of people like Jeff Bezos or the Walton family. A common misconception is that only wealthy families and people in high-risk professions need asset protection planning. In reality, everyone is at risk of being sued and possibly losing everything...
As spring break swiftly approaches, the parents of young adults experience a mixed bag of emotions.
It can be exciting to see your children branching out and becoming successful adults in their own right — a time full of hard work and self-discovery that hopefully lays the groundwork for a fulfilling career in...
With only a handful of legislative days remaining in 2017, many Americans are waiting with bated breath to find out when (or if) President Trump’s proposed tax reform plan will change the tax landscape. As you already know, any changes to tax policy may mean you’ll need to revisit certain parts of your...
