
September 9, 2024
Better to Play it Safe: Proactive Estate Planning and Cognitive Impairment
Proactive Estate Planning: Most financially savvy individuals begin planning their estate when they’re in peak mental shape. The idea that this might ...
Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.

September 9, 2024
Proactive Estate Planning: Most financially savvy individuals begin planning their estate when they’re in peak mental shape. The idea that this might ...

September 2, 2024
Are Pensions Treated the Same in Your Estate Plan as Other Retirement Accounts? The first private pension plan in the United States was established in...

August 27, 2024
Estate Planning: According to a study conducted by Caring.com, the percentage of people aged fifty-five and older who have created a will has fallen.....

August 20, 2024
Purchasing a House: At a time of record home unaffordability, more people are teaming up with friends and relatives to realize the home ownership drea...

August 13, 2024
You have a minor child who depends on you for their survival, so you need to make sure that they will be cared for if you are ever unable to care for ...

August 6, 2024
Special Needs Trust: If you want to provide for a loved one who is disabled or has special needs when you are no longer here, care must be taken to en...

July 30, 2024
Planning Your Estate: The beginning of summer signals enjoying warm-weather activities, including backyard barbecues with friends and family.

July 23, 2024
When creating a trust, it is common to name yourself as the initial trustee who is responsible for all aspects of administering the trust.

July 16, 2024
Estate Plan: Conversations about death and dying are rarely fun. Most people avoid them because they invoke feelings about our inevitable demise.