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"The Great Wealth Transfer"

January 23, 2018 Relationship Agreements, Unbundled Legal Services, Asset Protection Planning, Beneficiary Representation, Beneficiary Selection, Estate & Gift Taxes , Planning for Incapacity , Trustee Representation , Wills and Revocable Trusts

Last year marked the beginning of a historic economic event and what economists are calling “The Great Wealth Transfer”. Over the next several decades, an estimated $30 trillion will be passed to Millennials — from their aging parents and grandparents throughout the U.S., Canada and the UK.

Estate Planning & Financial Wellness - Our Top FAQ's

January 23, 2018 Wills and Revocable Trusts

Estate Planning & Financial Wellness - Our Top FAQ's

Estate planning is an often overlooked element of financial wellness. Over half of Americans – 56% in fact – do not have an up-to-date estate plan. As people are setting New Year’s Resolutions to get fit in 2018, remember to include your financial health in that plan as well.

The Season of Giving: Why Having an Estate Plan is a Gift to Others

December 19, 2017 Asset Protection Planning, Charitable Planning, Estate & Gift Taxes , Planning for Incapacity , Special Needs Trusts, Wills and Revocable Trusts

The Season of Giving: Why Having an Estate Plan is a Gift to Others

With the holiday season in full swing and tax time on the horizon, this is a great time to think about updating your estate plan. Estate planning this holiday season can serve as a true gift to your loved ones that will truly have lasting impact for years to come.

How to Talk to Your Loved Ones About Creating a Will

August 15, 2017 Wills and Revocable Trusts

How to Talk to Your Loved Ones About Creating a Will

The hardest part of making a will is starting the process. Read more to learn about our 5 helpful components for will preparation.

Estate Planning During Divorce

June 21, 2017 Divorce, Military Divorce, Step-Parent & Co-Parent Rights, Asset Protection Planning, Beneficiary Representation, Beneficiary Selection, Life Insurance Planning, Planning for Incapacity , Trustee Representation , Wills and Revocable Trusts

Estate Planning During Divorce

Estate planning is sometimes the last thing on our client’s mind during a divorce, when in fact it's a critical element to ensuring their assets are safe during process. Here are some of the most common questions we receive about how the estate planning process works during divorce.

Five Essential Pitfalls of "DIY" Estate Planning

May 24, 2017 Asset Protection Planning, Beneficiary Representation, Beneficiary Selection, Charitable Planning, Estate & Gift Taxes , Guardians & Conservators, Life Insurance Planning, Planning for Incapacity , Trustee Representation , Wills and Revocable Trusts

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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Blog & Legal Updates

"The Great Wealth Transfer"

Estate Planning & Financial Wellness - Our Top FAQ's

The Season of Giving: Why Having an Estate Plan is a Gift to Others

How to Talk to Your Loved Ones About Creating a Will

Estate Planning During Divorce

Five Essential Pitfalls of "DIY" Estate Planning

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