UPCOMING LIVING TRUST WEBINARS: FOR FRIENDS AND FAMILY Your friends and family are inspired by the comfort you have knowing that you have executed your estate plan and have protected your family … [Read more...]
Dangers of Do-It-Yourself Estate Planning
Occasionally, those who are not Estate Planning attorneys will attempt to do their own Estate Planning. Perhaps they’ll go online and get a document to use. Unfortunately, Estate Planning is about far … [Read more...]
CHOOSING THE RIGHT SUCCESSOR TRUSTEE
A Successor Trustee is an individual (child, sibling or friend), institutional trust department or a licensed professional private fiduciary chosen by you to manage your living trust upon your … [Read more...]
Tax Planning for 2021
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2021 is just starting, it’s not too early to think about planning for whatever it may … [Read more...]
Face to Face
As our lives become busier and technology becomes more integrated into our lives, we find that nothing compares to the personal (face to face) interaction between our clients, attorneys and … [Read more...]
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