Due to COVID-19 we are currently open for business by appointment only. To schedule a telephone or video conference, drop off documents, or for general questions, please don’t hesitate to contact us!
Moving to a new state is a fact of life for many people. Whether relocating for retirement, for work, or to be closer to family, our readers often find themselves in a new state and wonder what effect that has on their Will. This article addresses how a state-to-state move ...
Read MoreOne of the most impactful pieces of legislation affecting retirement accounts in decades was signed into law on December 20, 2019 at the eleventh hour ...
View MoreIt is that time of year again; time to reflect on where you have been and where you are about to go. It is also a prime opportunity to review your ...
View MoreHow much time, effort, and expense should be dedicated to your estate plan? The answer to this question can really run the gamut from no consideration ...
View MoreMost estate planning ads feature a smiling family with a senior couple surrounded by their children and grandchildren. These stock photos can backfire ...
View MoreTo start, let’s be clear, not everyone has an idiot son-in-law (“Spike”) or a horrible daughter-in-law. In fact, most of our in-laws are fantastic ...
View MoreWhen designing your estate plan, you will answer many, many questions. The question first and foremost in the mind of most folks is – Who will inherit ...
View MoreAlthough we don’t always like to talk about our death, this is an event most would agree is inevitable. The certainty of death is probably what ...
View MoreProblem #4 - What Happens in Your Incapacity Most people will be affected by incapacity during their life, either their own incapacity or the ...
View MoreToday we are going to talk about probate – what it is and, perhaps more importantly, how to avoid it. The reasons to avoid probate will become clearer ...
View More