Protecting Your Significant Other’s Future

October 14, 2020

October is a popular month for couples to tie the knot in the United States. While wedding planning most often includes tuxedos, dresses, rehearsal dinners, and guest lists, an often overlooked part of pending nuptials is estate planning.

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Protect Your Family from Lawsuits with a Domestic Asset Protection Trust

September 9, 2020

Conversations with family, friends, and colleagues can sometimes wander into the topic of lawsuits, divorces, bankruptcies, and other threats that put one’s property at risk of loss to a creditor. Such conversations often leave people shaking their heads, asking what the world is coming to, and feeling vulnerable and frustrated.

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elderly woman holding hands

Strike While the Rates Are Low: Low Interest Rate Planning Strategies for Passing on Your Wealth

August 13, 2020

COVID-19 has deeply impacted the economy, leaving estate planning strategies much more attractive and feasible based on the current low interest rate environment.

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Preparing Your Beneficiaries to Receive Their Inheritance

July 16, 2020

Giving children a substantial amount of their inheritance prior to death can provide a valuable opportunity for parents to mentor their children in the appropriate use and management of the accounts and property.

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Happy Family

Power of Positive Thinking through Estate Planning

May 14, 2020

Many scientific studies have established that there is a wide range of benefits flowing from positive thinking. At a time when many are focused on worst-case scenarios and gloomy predictions, you can resist the pull of negativity and embrace the beneficial results of positivity.

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Estate Plan for a Pandemic

How to Prepare Your Finances and Estate Plan for a Pandemic

April 15, 2020

Creating or updating your estate plan is an important part of exercising control over your finances, and ensuring that proper plans are in place can provide substantial peace of mind and security for you and your family.

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Celebrate Single Parent Day: Take Steps to Provide for Your Kids’ Future

March 12, 2020

In 1984, Congress issued a resolution, signed by President Reagan, establishing March 21st as National Single Parent Day: a day devoted to recognizing the dedication of single parents, who make self-sacrificial efforts to care for their children’s needs, and encouraging family members, friends, and communities to help provide an optimal environment for their children.

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Planning for Millennials

January 15, 2020

Millennials (born 1981 to 1996) are well known for their distinctiveness as a group. They have followed paths and set goals that are decidedly different from those chosen by previous generations. They are highly diverse, better educated, more socially conscious, and wait longer to have families than their parents and grandparents.

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Steps to Take When a Loved One Dies

November 13, 2019

If you are simply too overwhelmed to call us during the first couple of weeks after your loved one passes away, it is important to keep in mind that there are several practical and legal considerations that the person named as the executor of the estate or trustee of the trust should address in the initial weeks following the death, prior to the administration of the estate or trust.

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