Spring cleaning isn’t just for your home—it’s also a great time to dust off your estate planning documents and get your affairs in order! Our March newsletter explains how a bit of list-creating and organizing now can provide peace of mind to you and your loved ones. Do You Know What You Own? Start with…
Money and property might be the most talked-about parts of a person’s wealth, but the wisdom, traditions, and experiences they pass down can be just as valuable—if not more. Your estate plan isn’t just about dividing assets; it’s a chance to reinforce the values that make your family unique. After all, leaving a legacy comes…
We’re celebrating love and estate planning in February’s newsletter—not with flowers and chocolates, but with strategies that show your sweetheart how much you care. This month, we cover three trusts that help protect your spouse, minimize taxes, and keep your legacy intact because true love means planning for the future together. Protect Your Wealth and…
Setting up trusts during estate planning offers asset protection, tax advantages, and a structured way to pass down wealth. However, in recent years, trusts have become a lucrative opportunity for scammers to set up too-good-to-be-true trust solutions, and the IRS has flagged fraudulent trust schemes designed to trick taxpayers into believing they can skirt tax…
January’s newsletter focuses on an essential aspect of estate planning—incapacity planning. While it’s difficult to think about being unable to make your own choices, having a plan in place ensures that your wishes are honored. The tools highlighted in this month’s newsletter will help you take control of your future with confidence and peace of…
Happy New Year! As we step into 2025, it’s the perfect time to think beyond run-of-the-mill resolutions and focus on something that truly protects your loved ones: estate planning. For this reason, our estate planning attorneys would like to bring up some key estate plan considerations in the new year: Be Careful Relying on Life…
In a recent blog post, we discussed why young adults should consider an estate plan before heading off to college. Among the essential tools we highlighted are a HIPAA authorization and a medical power of attorney. While no one likes to think about medical emergencies, being prepared provides young adults and their families with reassurance…
December’s newsletter invites you to celebrate the holidays with an estate plan. Much like the festive season calls for lists and preparation, creating an estate plan ensures your legacy is ready for the future. From navigating caregiving roles to starting the new year with intention, we’re here to help you give the gift of peace…