by admin | Mar 29, 2018 | Estate Planning Attorneys
A trust is More than Just Death Planning; It’s Life Planning as well Like most estate planning law firms, we deal with a lot of clients that need revocable trusts. They obviously want to be able to protect their heirs and their assets and utilize the...
by admin | Mar 28, 2018 | Estate Planning Attorneys
Finding the Right Financial Advisor As an estate planning firm, we deal with a lot of financial advisors. Some are very good and some are not. Like the article below, we recommend interviewing several to determine which one you are comfortable and then...
by admin | Mar 15, 2018 | Estate Planning Attorneys
Organizing the Estate Below is a really nice article on typical estate planning mistakes. This article focuses on the “messy estate” problem. What happens is that the heirs will make one of a couple of mistakes. First, they will miss...
by admin | Feb 20, 2018 | Estate Planning Attorneys
Estates for Millennials – Plan It Below is a really good article on thinking about how to think about estate planning for the millennial generation. That generation, like the other generations, have their own set of issues that need to be planned around....
by admin | Feb 12, 2017 | Estate Planning Attorneys
Keeping your Estate Plan Current for the Benefit of your Heirs It’s not surprise to us in the estate planning world, but a recent study shows that only 26% of all wealthy individuals have a complete estate plan. We totally understand. There are...
