Category

Estate Planning

What is a Power of Attorney?

Many of our clients have heard of powers of attorney, but do not know what they actually entail. We can help you stay on top...
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What Happens When You Don’t Fund Your Trust?

After you work with your estate planning attorney to draft a carefully tailored estate plan, it is usually your responsibility to “fund” the trust. We...
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3 Things You Should Know About Irrevocable Trusts

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....
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How Can I Preserve Wealth for Future Generations?

Some of our clients are interested in preserving wealth for future generations, and in that instance, we sometimes recommend starting a family bank. We can...
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How Can I Protect My Children in Estate Planning?

Many of our clients have concerns related to their children when estate planning. Concerns can range from making sure they are taken care of financially,...
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5 Things to Discuss with Your Spouse Before Estate Planning

If you are married and considering doing your estate plan, there are some discussions you should have with your spouse. We can help you stay...
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Legal Documents for Your Graduating Senior

If you are a parent with a child who will graduate from high school soon, now is a good time to start planning what documents...
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Do You Worry About Your Parents’ Health?

Many of our clients worry about their parents. Sometimes, they are concerned for their aging parents in regards to their healthcare. We can help you...
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Reasons Not to Have an Estate Plan

We often hear from clients many reasons why they waited so long to draft their estate plan. We can help you stay on top of...
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When Should I Update My Estate Plan?

When we draft a new estate plan for a client, they often want to know when they should come back to update their plan. We...
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