January 24, 2023

Ways to Determine Which Type of Trust is Best for Your Estate Plan

Is a trust the best option for your estate plan? This is a question that countless clients wonder. What exactly is a…

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January 10, 2023

Starting the Estate Planning Conversation with Aging Parents

If you got to spend the holidays with your senior parents and noticed that they’re starting to move just a little slower,…

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December 20, 2022

Ring in 2023 with a Resolution That Benefits You and Your Loved Ones

Celebrate the New Year with a commitment to advance your estate planning. Whether you have an estate plan in place or you’re…

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December 6, 2022

Considerations to Keep in Mind When Choosing the Executor of Your Estate

As you are putting together an estate plan, there are several questions that you will want to ask yourself throughout the process….

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November 15, 2022

2023 Estate and Gift Tax Exemptions Set to Increase: What Does This Mean for You?

Tax planning and wealth transfer go hand in hand. Due to a significant increase in the tax exemption amount set for 2023,…

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November 1, 2022

A Few Pros and Cons between Revocable and Irrevocable Trusts

The two basic types of trusts are the revocable trust and the irrevocable trust. A trust is an effective estate planning tool….

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October 18, 2022

I’m Healthy, Should I Consider Long Term Care Planning?

The cost of long term care is one of the biggest expenses incurred by elderly and disabled individuals. People that are young…

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October 4, 2022

I’m Ready to Start the Estate Planning but My Spouse is Not

Whether you are young newlyweds just starting out or a seasoned couple celebrating 25 years together, no one wants to think about…

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September 20, 2022

The Life Estate Deed: Is It for You?

You may not know exactly what probate is, but chances are you’re aware it’s something to avoid if possible. If you’re researching…

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September 6, 2022

Estate Planning: Free Consultation vs. Fee-Based Consultation

Some estate planning attorneys offer a free initial consultation. Others do not. What’s the difference and which scenario works better for you?…

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