3 Simple Ways To Keep Assets Within Your Family

            3 Simple Ways to Keep Your Assets Within Your Family

When you’ve worked long and hard for your assets, the last thing you want is your money being spent on taxes... Read More

The Queen of Soul's Estate Saga Continues

Hi Everyone,

Happy Wednesday! This week we're discussing Aretha Franklin's continuing estate saga.  It was believed that the Queen of Soul had no will.  ... Read More

Reproduction After Death?....Court Says, "Yes!"

Where Do I Put My Medical Proxy?

I Have a Trust, Why Am I in Probate?!

Happy Wednesday! This week we are discussing things that can slip through the cracks.

We administer many probates each year where clients end up dealing with the courts despite the fact... Read More

Holiday Inn v. Assisted Living

Hi Everyone,

Happy Wednesday! This week we are talking about alternative living arrangements. :)

A big concern for many of my clients is the rising cost of assisted living facilities... Read More

An International Family Feud

The Queen of Soul Had No Will!

Hi Everyone,

Happy Wednesday. Aretha Franklin passed away last Thursday at age of 76 after a long battle with pancreatic cancer.  She was an American music icon and it is estimated that her... Read More

John Oliver Tackles Guardianship

Hi Everyone,

Happy Wednesday!!! This week we are talking about incapacity planning. Two key documents that make up a ... Read More

What Do a Marathon and an Estate Plan Have in Common?

Hi Everyone,

Happy Wednesday! One piece of advice that I typically tell people when we are talking about their trust funding is that, “funding is a marathon, not a sprint.”  It’s important... Read More