Compassion, integrity and trust
Planning for the future is easy to procrastinate, but it can have significant and costly effects if the worst happens and you haven’t properly prepared. Many people tend to think they are not at a point in their life where an estate plan matters. This
With the start of the new year, many people are looking to make progress towards completing those “to do” lists they have been putting off for so long. Finally taking care of an estate plan may be one of those tasks, and there is no
Preparing an estate plan does not have to be a complicated process. Certain important decisions need to be made regarding who will handle your estate upon your death, who will take care of your minor children, and who will handle certain roles in the event
Selecting a trustee to handle your estate is no easy task. Considering the level of responsibility that goes together with being appointed as trustee, the selection of who will handle this job duty should be one that is given a lot of thought and consideration.
Many clients come in with the misconception that they need to be in a certain stage of their lives before an estate plan is needed. Regardless of whether you are single, married, have children, or do not have any children, you need some type of
The decisions that go along with preparing an estate plan are far from easy ones to make. So many different factors are at play when determining who will handle your assets or who will care for your children in the event of your death. The
Clients come in to speak about estate planning during different phases of their lives. I regularly meet with clients who are young parents wanting to make sure someone will take care of their children if both of them were to die. I also see clients
Beginning the estate planning process can seem like such a daunting task. So many considerations go into preparing the best plan for you. I work hard to simplify and uncomplicate the process for my clients, and it is my goal to help them avoid all
Not all assets are considered fair game for probate of an estate. Only the assets that are in the deceased person’s (or decedent’s) sole name need to be processed by the probate court. Anything that is jointly owned or anything that has a beneficiary associated
For most clients, the act of simply completing their estate plan is a difficult enough step to take. However, one of the biggest mistakes that clients can make is to take that newly completed estate plan and file it away, never to look at it