Blog

Sept. 16, 2022

Let's explore the recently announced Student Debt Relief Plan

Sept. 9, 2022

Would you rather pay taxes and send your hard-earned money to the government, or use that same money to provide yourself with income and support your favorite charity at the same time?

Sept. 6, 2022

No one really knows how life will turn out for the loved ones we leave assets to but a spendthrift provision can help with a loved one that has money issues.

Sept. 2, 2022

Undue influence is not only unethical, it’s considered a form of elder abuse. Given the growing number of seniors, we’re likely to see a surge in the number of cases involving undue influence.

Aug. 26, 2022

Here, in part two, we detail all of the things your will does not do.

Aug. 19, 2022

In this post, we look at what a properly drafted will accomplishes for your estate plans.

Aug. 13, 2022

Moreover, when creating the trust, “education” can be broadly defined to include any type of learning institution or organization, such as trade schools, educational workshops, community colleges, and private academies, to name just a few options.

Aug. 6, 2022

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust.

July 29, 2022

You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have millions, you may be at even greater risk.

July 22, 2022

If you dream of one day leaving your company to your family, but you haven’t properly included your business in your estate plan, that dream could become a nightmare for your heirs—and for your partners, team members, and clients, too.