» Estate Planning

If tragedy strikes your family and your children need someone to take care of them because you cannot, then a judge will choose who steps in to care for them. You can have a voice in that selection, however, if you’ve taken the steps to nominat… Read More

If you think you only need to create protective trusts for young, troubled, or financially inexperienced beneficiaries, then think again. In today’s environment of frivolous lawsuits and high divorce rates, you should consider protective trusts… Read More

We often write about why it’s so important to have an estate plan. We write about how estate plans allow you to make the process of estate administration more simple and less expensive for your loved ones. And of course we write about how a good es… Read More

Many people assume that estate planning is primarily for married couples, but the truth of the matter is that estate planning is just as important for a single person as it is for a married couple. Whether a person is single because they are divorced… Read More

When we are sitting with clients discussing how to plan their estates, we are often asked about how to protect assets from the high cost of long term care or from other potential creditors. It’s generally in the context of whether a Revocable Livin… Read More

If you have a trust and set it up to avoid probate when you pass away, which is a very common goal for estate planning, then you need to watch this video. First, congratulations on getting your trust set up. You’ve taken a great first step for maki… Read More

In this video we talk about how you can prepare for your initial estate planning appointment. We look at the packet of materials we send you before the appointment to help you prepare and talk about how those materials will help you get the most out… Read More

In this video series we are working through the five reasons why you need to do your estate planning. This video covers the fifth reason – with good estate planning can protect your assets. While Wills and Revocable Living Trusts won’t pr… Read More