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Filtered for Practice Area: Estate Gift Taxes

Five Essential Pitfalls of "DIY" Estate Planning

Five Essential Pitfalls of

As our culture becomes increasingly dependent on access to free information, unbundled services, and cheap alternatives to traditional methods, we continue to hear the question; “can I prepare my own estate plan?” As you consider your planning options, here are a few essential pitfalls when it c

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What To Do When A Loved One Dies: A Survivor's Checklist

What To Do When A Loved One Dies: A Survivor's Checklist

When a loved one passes away, you may be faced with an overwhelming amount of issues to navigate during this extremely difficulty time. As you begin to scroll through the pieces that need attention, here are a few practical items and timelines to consider:

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Essential Estate Planning Conversations To Have This Holiday Season

Essential Estate Planning Conversations To Have This Holiday Season

It’s the time of the year when families get together to celebrate the holidays and catch up on each other’s lives. While there are many awkward conversations topics to avoid, there’s one topic you shouldn’t: your loved ones’ last wishes.

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