Resources
Learn more about the importance of estate planning, last wills and testaments, revocable living trusts, power of attorney services, probates, and more.
What is Probate and How Do I Avoid It?
Probate is the general administering of a deceased person’s will or the estate of a deceased person who does not have a will. It is a long court process that can take months or even years. It involves attorneys’ costs and payments to a personal representative who...
What’s the difference between a Testamentary Trust and a Revocable Living Trust?
A trust is a legal document that allows a grantor to distribute assets to a trustee for the benefit of another. Generally, trusts come into effect immediately upon creation. They create a fiduciary relationship between you and a trustee whom you choose to carry out...
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...
The Importance of Estate Planning for College Students
Estate planning is all about getting your affairs in order for the future, whether it’s for when you pass away or in case you become incapacitated. It’s the thoughtful process of organizing how your assets will be distributed to ensure your wishes are honored and your...
How to Talk to Loved Ones about Estate Planning
We are quickly approaching the holiday season and this means that you will soon be joined by your loved ones for any planned festivities. Whether you’ve already executed your estate plan or are considering taking those first steps toward creating your estate plan, the...
Protect What Matters To You
We design individual estate plans to assist families and individuals in preparing for life's expected and unexpected events.

