by admin | Jul 27, 2022 | Estate Planning
Charitable giving is one tool people have at their disposal to support them in achieving their estate planning goals. People who have assets valued near or over the estate tax exemption can utilize charitable gifts as a way to minimize the risk of their estate owing...
by admin | Jun 22, 2022 | Estate Planning, Family Law and Estate Planning Tips
How a trust can help ensure the longevity of your gift to a beneficiary Introduction: One component of an estate planner’s role is to become familiar with your family dynamics. This includes learning about your relationship with immediate family members as well...
by admin | May 25, 2022 | Estate Planning
And why is it so important? Introduction “Incapacity planning” is the process of planning how you want to have your affairs handled if you lose the ability to care for yourself. “Incapacity” is actually a legal term that is more nuanced than is relevant for our...
by admin | Apr 27, 2022 | Estate Planning
Note: When you google “what is estate planning” the top results you will see will be ads from major financial institutions such as Morgan Stanley and Wells Fargo. You’ll find that their answers typically focus on the transactional and functional aspects of estate...
by admin | Feb 23, 2022 | Estate Planning
Our last estate planning blog post was about preparing for an estate planning consultation: things to think about beforehand, ways to prepare, expectations to have for your initial meeting. Today, we want to address some common reasons why people don’t pursue the...
by admin | Jan 25, 2022 | Estate Planning, Family Law and Estate Planning Tips
Preface: For most people, the first meeting with an attorney can be an intimidating prospect. Typically, people contact an attorney when faced with a conflict or a painful experience. For example, many times clients are prompted by a medical emergency or terminal...
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