Nov 2, 2021 | Estate Planning & Administration
When it comes to estate planning, most people recognize the potential risks of giving too much, too quickly to the next generation. However, this begs the question, how can parents and grandparents teach their children and grandchildren to be good stewards of their...
Aug 30, 2021 | Estate Planning & Administration
The probate process has long been associated with negative connotations and considered by some to be something that should be avoided at all costs. While some financial planners may recommend that those with larger estates try to keep property out of probate whenever...
Aug 10, 2021 | Estate Planning & Administration
If you have an irrevocable trust, you may have named yourself as the current trustee and your spouse, partner, or other family member as co-trustee or successor trustee. Presumably, if you were to become incapacitated or die, your spouse, partner, or family member...
May 17, 2021 | Estate Planning & Administration
If you are in the process of establishing an estate plan for the first time or revising your existing estate plan, you are already familiar with the formal documents drafted by your estate planning attorney—including a Last Will and Testament, Living Will,...
Dec 11, 2020 | Estate Planning & Administration
The holiday season is upon us, and while this year’s celebrations and gatherings may be limited, we hope you are still able to enjoy the holidays safely with your loved ones. Due to the COVID-19 pandemic, sharing traditions, memories, and family stories with those...
Sep 18, 2020 | Estate Planning & Administration, For Families and Individuals
Working with an attorney to determine what estate planning documents best fit your and your family’s needs is a critical exercise for young families. Wills can be an important estate planning tool as they typically outline how surviving family members, such as a...
