Does your Estate Plan include a Living Trust? If so, you need to ensure that you’ve taken the proper steps to fund the trust. Funding the trust is simply the process of transferring assets to it. If you don’t properly transfer assets to the trust, you won’t accomplish your objectives.…

Clients, don’t forget that once your Estate Plan is in place, it’s important to revisit and review periodically. So You Think You’re Done With Your Estate Plan…

A comprehensive Estate Plan is much more than just a Will – you need to ensure you have Incapacity Documents in place, too, including Medical and Durable Power of Attorneys. This article outlines what you need and why. Incapacity Planning

When creating your Estate Plan you may want to consider incorporating philanthropic giving: How To Incorporate Philanthropic Giving Into Your Estate Plan

“Estate planning is easy. It’s finite, calculable. What happens when you die? Who gets your stuff? How much will you owe in estate taxes and how can we prevent or prepare for it? You hire a lawyer to draft a will and possibly one or more trusts that provide for…

“You and your significant other are ready to take the next big step in your relationship: getting married. While this is an exciting event, it’s also one that should prompt you and your fiancé to have some serious conversations about the legal implications of the marriage. Here are a few…