Estate planning involves more than just deciding who will inherit your assets after you pass away. It also includes the management of your assets during your lifetime and creating a plan to minimize taxes, as well as maximize the amount of your estate that will...
Firm News
How to Get Your Estate Plan Started the Right Way This Year
Now that the new year has begun, it is time for many people to get a fresh start. It is also a great time to accomplish some goals that you may have been putting off for a while. One step you can take to benefit not just your own future but the future of your family...
Estate Planning Law Changes You Need to Know About
When it comes to estate planning, it is crucial to keep up with current laws that can affect estate planning strategies. For example, tax laws frequently change, which can have a major impact on how you may want to structure your estate plans. Whether you are thinking...
Handling Digital Assets and Special Assets in Trust or Estate Administration
When you are estate planning, it is essential to make plans for digital and other special assets. These days, almost everyone owns some form of a digital asset. It is crucial to understand the terms of use for your digital assets regarding access and control of the...
Checklist for Trustee When Preparing to Meet with Attorney for Initial Trust Administration Consultation
If you have recently been named the trustee of a loved one’s trust, there are some essential responsibilities that you will have in order to fulfill your duties as the trustee. It can be helpful to know what to expect about the trust administration process before...
Common Trust Administration Services
Trusts are a very useful tool when it comes to estate planning. There are many benefits of creating a trust, and a trust can serve more than just one purpose. For those interested in including a trust in their estate plans or for anyone involved in a trust as a...
Welcome To Our Blog
We established this blog to share stories and information about topics relevant to our practice. Our intent is to regularly provide posts highlighting legal issues of local, state and national interest that we think you will find interesting. Check back later for...
Estate Planning Terms You Should Know
Whether you are just getting started thinking about your future, or you are ready to prepare your estate plans, there are some terms you should know that will help you throughout the process. Of course, your estate planning lawyer will be available to help guide you...
What is Estate Planning?
There are many different reasons you may require estate planning services, such as preserving the wealth of your family, ensuring distribution of property and assets to your surviving spouse and children, funding education for children or grandchildren, or making sure...
What Does it Really Mean to Have an Estate Worth Doing Some Estate Planning?
Through the years, I have had many friends and clients come up to me and say that when they think about estate planning, they look at the word "estate" and think that to be placed in category of those who need to actually do estate planning, they must have sizable...