Yes! Some people think that they can effectively avoid estate planning by listing Pay on Death (POD) or Transfer on Death (TOD) beneficiaries on their...Read More

No! Many clients believe that when they die, all of their assets will transfer to their spouse. This is not true. We can help you...Read More

Many of our clients have preconceived notions about estate planning. We often hear many of the same questions and assumptions, over and over. We can...Read More

Many of our clients want to plan for their children’s future, when drafting their estate plans. However, some of our clients are concerned about their...Read More

A trust is an estate planning tool that allows a person to control their assets during their lifetime and make provisions for incapacity and death....Read More

We often have clients ask us when the best time to do their estate plan is and the answer is usually, right now! This is...Read More