5 Key Estate Planning Documents

5 Key Estate Planning Documents

Estate planning is a complex process, and we always recommend that people consult a professional estate planning attorney for help with their specific situation. However, to get you started on thinking about what you might need to include in your estate plan, here are...
Have You Designated a Trustee for Your Estate?

Have You Designated a Trustee for Your Estate?

When people hear the term “estate planning,” many just tune out, assuming it’s something only the hyper-wealthy or elderly have to worry about. But it’s never too early to start estate planning, and it isn’t contingent on having a certain level of wealth or assets....
Have You Designated a Trustee for Your Estate?

Have You Designated a Trustee for Your Estate?

When people hear the term “estate planning,” many just tune out, assuming it’s something only the hyper-wealthy or elderly have to worry about. But it’s never too early to start estate planning, and it isn’t contingent on having a certain level of wealth or assets....
Setting Up a Trust Fund: What You Need to Know

Setting Up a Trust Fund: What You Need to Know

Imagine: you’ve worked hard over the years to grow and manage your assets so you can leave a lasting legacy to your family and ensure they are taken care of when you are gone. Now imagine that your family, unfortunately, is irresponsible with your assets and within...
Transferring Wealth After the Tax Reform Act

Transferring Wealth After the Tax Reform Act

The new tax reform that was signed into law in December, 2017, made important changes that will affect estate planning and wealth transfer strategies for many individuals and families. Here are some of these changes and how they might impact you and your family....


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