Starting Difficult Conversations About Money with Your Parents
Few conversations are more uncomfortable than asking your parents about money. ...
The Rise of Professional Fiduciaries – Why Families Sometimes Need Outside Help
When most people think about who will manage their estate or step in if they can’t make decisions, the answer feels obvious: a spouse, an adult child, or a trusted relative. ...
Blended Families, Big Decisions
Modern families come in all shapes and sizes - second marriages, stepchildren, unmarried life partners, and chosen families. ...
Estate Planning Meets Medicaid: A Strategy for Long-Term Care
For many families, planning for the future means more than just wills and trusts—it also involves preparing for the rising costs of long-term care. ...
The Myth of the ‘Simple Will’ in a Complex World
Many people come into our office saying they ‘just need a simple will.’ It’s a phrase we hear all the time—and we understand the intention. ...
Navigating Business Succession Planning
In today’s rapidly changing regulatory environment, staying informed about business requirements is essential. ...
Should You Put Your Car in a Trust?
When planning your estate, it’s natural to wonder what should go into your trust and what might be better left out. ...
Is It Time for an Asset Protection Trust?
Most people don’t think about protecting their assets until something bad happens, like a lawsuit, nursing home bill, or financial crisis. ...
Understanding the Tax Impact of Non-Citizen Spouses in Estate Planning
When it comes to estate planning, one of the most important goals is making sure your loved ones are taken care of after you’re gone. ...
Beneficiary Designations: Why They Matter
When it comes to estate planning, beneficiary designations are a critical yet often overlooked detail. ...