How do I provide for my family member who has special needs?

Certain clients (the “decedents”) come to us with special family needs that they are unsure about in their estate plans. These situations involve the client having family members (the “beneficiaries”) who have special needs, such as a disability, a chronic illness, or...

I’m Not Rich; Why Do I Need A Trust?

Clients come to our firm with the hope of preserving their assets and planning distributions upon death. Regardless of the amount of assets an individual possesses, a trust may be more beneficial than a will. The pros and cons of a specific estate plan structure are...

3 Reasons Why Young Adults Need an Estate Plan

Estate planning is very important at all stages in life. Young adults tend to believe that because they’re just entering the workforce, they “don’t have enough.” Estate planning is so much more than passing down money or property; there are many things involved that...

Asset Protection Trust for Blended Families and Young Couples

An estate plan serves many purposes, but to those who have children, it serves as a way to protect those children after you have passed. You may be a young couple with children or you may be part of a blended family, meaning that you have remarried and had children...

Breaking News: Aretha Franklin’s Estate Plan Controversy

On August 16, 2018, Aretha Franklin passed away at the age of 76. After leading an accomplished life and accumulating significant wealth, Ms. Franklin passed away without a proper estate plan in place. Upon searching her home, her family found two handwritten wills...