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Guardianships of Minors and the Trust Solution

Guardianships of Minors and the Trust Solution

Life insurance policies and retirement policies are examples of “non-probate assets.”  These accounts will transfer to the beneficiaries named in those policies upon the death of the account holder.  We have often heard clients previously advised to name the...
Traveling Abroad? Pack Your Papers!

Traveling Abroad? Pack Your Papers!

Those of you who have been estate planning clients and have heard my speech about keeping hard copies of documents in a place that is accessible to others may be amused to hear that I don’t always practice what I preach.  An anecdote from a recent trip provides a...

Small Business Owners- CARES Act Guide

Congress just passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This act aims to assist small business owners with current needs. The attached guide serves to provide information about the major programs and initiatives that will soon be available...