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If you have a well-drafted estate plan in place, you will ensure that your estate passes to whom you want, when you want, and is carried out in the manner you’ve chosen. You can rest assured that your family won’t have to endure the public process and costly matter of probate. The government won’t be able to take what you’ve spent a lifetime building. But you need to be aware of the many options that exist in estate planning – and you must choose your estate planning attorney wisely.

We commend you for seeking resources to help you plan for your final chapter. These resources in the form of downloads, webinar recordings, podcasts, and free planning assessments will support you as you prepare to ensure your family’s legacy is protected.

We offer a wealth of free information and free estate planning seminars in our area. Read our Estate Planning Articles or join us for a free Estate Planning Seminar.

We want you to feel confident about the choices you make – let us be your guide on the path toward preserving your family’s future.


FAMILY WEALTH TRUST: CALCULATING THE BENEFITS

FAMILY WEALTH TRUST: CALCULATING THE BENEFITS
Our firm has found that looking after these financial assets is only a part of planning for passing on your legacy. Typically speaking, non-financial assets are more valued and often omitted when passing an estate to future generations.

ESTATE PLANNING WITH INDIVIDUAL RETIREMENT ACCOUNTS

ESTATE PLANNING WITH INDIVIDUAL RETIREMENT ACCOUNTS
At first glance, the concept of an Individual Retirement Account (IRA) seems simple enough: a structured way to save for your golden years while deferring taxes on your growing nest egg.

ASSET PROTECTION: REDUCING RISK, PROMOTING PEACE OF MIND

DANGERS OF DO-IT-YOURSELF WILLS AND LIVING TRUSTS
Estate planning is an essential part of life and death. In planning for our future and our family’s future, we must take stock of who we are, what our goals are, and how we want our estate distributed.

WHERE THERE’S A WILL, THERE’S PROBATE
Some people mistakenly believe that drafting a will avoids the costly, time-consuming legal process called probate. Read this article to find out about wills, probate and Living Trusts.

THE TROUBLE WITH JOINT TENANCY
Joint tenancy ownership of property is sometimes used as a substitute for an effective estate plan. Is this a good idea? Read this article to find out.

A SPECIAL CHILD NEEDS SPECIAL PLANNING

A SPECIAL CHILD NEEDS SPECIAL PLANNING
While planning for the care of a special needs child certainly tops the list of emotionally-charged topics, the peace of mind parents gain from a well-designed estate plan is immeasurable.

ESTATE PLANNING BASICS FOR FAMILIES WITH YOUNG CHILDREN

ESTATE PLANNING BASICS FOR FAMILIES WITH YOUNG CHILDREN
Problems often arise when a parent with minor children passes away with no estate plan in place, leaving behind potential hardship on the emotional and financial future of their minor children.

FAMILY FARM: THE NEXT GENERATION
A humorous take on how families pass on businesses, such as family farms, is reflected in this quip: Avenge your children; give them equal shares in your business.

TRUST ADMINISTRATION: PRIOR PLANNING PREVENTS PROBLEMS

TRUST ADMINISTRATION: PRIOR PLANNING PREVENTS PROBLEMS
Trust Administration is the process people often find themselves in unexpectedly, after the death of a spouse or parent who created the trust prior to passing on.

THE NIGHTMARE OF LIVING PROBATE
For most of our lives the greatest risk to our well-being isn’t death. It’s the ever-growing likelihood of becoming seriously ill or injured.

PLANNING IT RIGHT THE SECOND TIME AROUND
One thing should be clear by now: we do our families and ourselves a great disservice when we fail to plan for every contingency. That’s why a crucial first step in this entire process should be a consultation with an estate planning attorney.