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  • Trust Funding: Is Everything Titled Correctly?

    November 2, 2021

    Trust Funding: Is Everything Titled Correctly?

    Working with an attorney to draft a trust agreement for estate planning purposes is an important step. But just getting the document…

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    September 27, 2021

    Important Questions Your Estate Planning Attorney Will Ask You

    For many people, the thought of meeting with an estate planning attorney strikes fear into their hearts. It can be uncomfortable to…

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    January 6, 2019

    Three Tips for Protecting Your Important Legal Paperwork in a Natural Disaster

    The year 2018 was no stranger to natural disasters. From multiple earthquakes, back-to-back hurricanes, and raging wildfires, the United States and abroad…

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    November 8, 2018

    5 Tips for Successfully Receiving an Inheritance

    If you recently received an inheritance, or are expecting to receive one in the near future, it has likely triggered mixed emotions…

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    November 1, 2018

    Estate Planning Considerations for Benefits Open Enrollment

    The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and…

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    October 4, 2018

    Should your child’s guardian and trustee be the same person?

    If you have overheard any discussion about estate planning, you have likely heard the words “guardian” or “trustee” tossed around in the…

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    September 27, 2018

    Big “Life Changes” Often Mean Big “Estate Plan Changes”

    Many people who put together an estate plan do so when they start a family – assuming they put an estate plan…

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    September 21, 2018

    Executor’s Duties

    Executor’s Duties An executor, sometimes called a personal representative, is the person who is named in a will, appointed by the court,…

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    September 7, 2018

    Your Fall “Legal Affairs” Checklist

    With the fall season approaching, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets…

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    April 23, 2014

    Advance Health Care Directives – everyone needs one

    March 31, 2014 marked the ninth anniversary of the death of Terri Schiavo, the 41-year-old who succumbed after her feeding tube was…

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