Make Your Wishes Known

One of the things we highly advise our clients it to be sure to openly communicate your Estate Planning wishes to your family members, including your preferences for your funeral and burial. You don’t have to take it this far, but this “Coffin Club”...

Including Pets in Your Estate Planning

Every time I meet a new client to discuss estate planning, I invariably ask if they have pets, and ask them to tell me about their dog, cat, or yesterday, cockatiels. Why? Besides getting to know my clients better, an important aspect to estate planning is to ensure...

What to Do When Someone Dies

In addition to dealing with the grief and emotional aspects of a death, there are many important tasks that also must be completed at this time. It can be overwhelming, but it helps to have a checklist to keep you on track. Here are some items you’ll need to...

Wills vs. Trusts

It can be tricky to understand the differences between wills and trusts and tough to determine which one might be right for you. So which is better? In short…it depends! Each estate is different and what works for someone else’s estate might not be the...