estate planning

A Will If you die without a will it is known as dying intestate. While many believe that their close family members “know what they want”, it doesn’t necessarily go (more…)

You’ve written your will, created a trust, and you’re feeling as secure as a locked crypt. But wait! A phantom hitch might be lurking in the shadows, ready to haunt (more…)

Raising our children continues after the first 18 years! We want to ensure our values are instilled in them for their entire lives. Establishing an estate plan becomes of paramount (more…)

In honor of any upcoming June weddings, I’d love to share my estate planning checklists for newlyweds. Love is in the air, and so are your estate planning questions! Many (more…)

An estate plan consultation is your chance to meet a lawyer to discuss your goals and concerns for your family’s future. During that meeting, you may review your assets and (more…)

Imagine this scenario: Wendy spent her life creating a nice asset portfolio.  The assets are at a bank (let’s call it “Sun-bust”.)  She named her husband as her initial beneficiary (more…)

Remember The Brady Bunch? The “Blended” family dynamic has become the new normal, but very different than the Brady Bunch Family of 1970’s TV. Today many families are “blended” and (more…)

As a new year arrives, many people will resolve to finally complete an estate plan that they have had on the “back-burner” for ages. But please don’t rush to complete (more…)

Estate planning can be an unsettling process, but it is a blueprint for “peace of mind.” Everyone from Uber drivers to the Uber wealthy should have a plan in place. (more…)