Strategic Estate Planning
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Your Future, Your Control: Celebrate Estate Planning Awareness Week with Us!
Have You or Your Loved Ones Used These Excuses to Avoid Estate Planning? We all have those nagging to-do items that never seem to make it to the top of our list, even though we know how important they are. Maybe it is scheduling a checkup with the doctor, calling the...
Just Like These Celebrities, You Need an Estate Plan Too
The Legacy of Film Legend Val Kilmer Actor Val Kilmer’s passing in April 2025 highlights estate planning issues that can affect almost anyone. Although Kilmer was a celebrity, these issues—including managing real estate in more than one state, deciding what happens...
Time for Spring Cleaning and Planning
President Trump’s First 100 Days in Office President Trump entered office having won the electoral college and with relatively strong approval ratings. On his first day in office, he issued over 25 executive orders, and in his first 30 days, he issued more than 70,1...
How Do You Want to Leave Your Money Behind?
Is Outright Distribution the Perfect Fit for Your Loved Ones? Although Americans are living longer and spending more time—and money—in retirement, many parents intend to leave an inheritance to their children. The exact amount can vary greatly depending on individual...
Love and Estate Planning
Love and Estate Planning Go Together Like a Horse and Carriage Protect Your Wealth and Your Spouse with a Spousal Lifetime Access Trust February, the month of love, is the perfect time to show your loved ones that you care about their financial futures. While...
Celebrate National Make a Will Month
Which Will Would You Choose? If you or your loved ones have not yet created a will, you are not alone. In fact, according to a recent survey, not having created a will puts you among the majority of Americans. Learn more about why estate planning should be done early,...
Now Is the Time to Cultivate and Build Relationships
The New Year Has Begun The beginning of a new year is an opportune time to focus on family. A comprehensive estate plan can act as a roadmap, shielding your loved ones from uncertainties and providing peace of mind for both you and your family. Protecting...
Want a Greater Sense of Purpose? Plan Your Legacy
When you think about the legacy you’ll leave, what comes to mind? Perhaps it’s security for your family or a positive contribution to your community. It could also be a tribute to the arts. Whatever it is, you don’t have to wait until you pass on to actualize your...
Did You Choose More Than One Successor Trustee?
When selecting a successor trustee for a trust, it is common for the individual who creates the trust (the trustmaker) to choose one person to serve as a successor trustee at a time. Some attorneys routinely recommend that only a single successor trustee be appointed...
Creating a Treasure Map: The Benefits of Preparing an Inventory before Death
If you have already done your estate planning, you have taken a significant step toward ensuring that your loved ones will know how to manage your affairs if you become incapacitated or die. However, simply having a will or a trust and related estate planning...
Latest Blogs
- Your Future, Your Control: Celebrate Estate Planning Awareness Week with Us!Have You or Your Loved Ones Used These Excuses to Avoid Estate Planning? We all have those nagging to-do items that never seem to make it to the top of our list, even though we know how important they are. Maybe it is scheduling a checkup with the doctor, calling the HVAC company to inspect that noisy […]
- Just Like These Celebrities, You Need an Estate Plan TooThe Legacy of Film Legend Val Kilmer Actor Val Kilmer’s passing in April 2025 highlights estate planning issues that can affect almost anyone. Although Kilmer was a celebrity, these issues—including managing real estate in more than one state, deciding what happens with digital assets, and using charitable gifts to leave a legacy and help reduce […]
- Time for Spring Cleaning and PlanningPresident Trump’s First 100 Days in Office President Trump entered office having won the electoral college and with relatively strong approval ratings. On his first day in office, he issued over 25 executive orders, and in his first 30 days, he issued more than 70,1 seeking to make good on his promises to transform the […]