A Commitment
to Each Client.
Estate planning requires a holistic approach to the process. Individuals need to look carefully at their unique circumstances, including their resources and their closest relationships. Debts are also an important consideration when establishing an estate plan. A...
An executor is responsible for carrying out the terms of a will. They must act in the best interest of the estate and its beneficiaries. When an executor fails to meet their legal responsibilities, this may be considered a breach of duty. Breaches of executor duties...
If you are making an estate plan, you are fully within your rights to disinherit someone. You could remove a beneficiary from your will, revoking the assets they otherwise would have inherited. If you have a direct descendant who would automatically inherit in the...
Sibling rivalry is very common when children are young. They may compete to get their way or for their parents' attention. There may be a conflict between the firstborn and the middle child or older children may feel resentful if a younger child seems to receive more...
When someone passes away, one of the first questions that may be asked is whether or not they died intestate. This can define how their estate is addressed and may have a major impact on their heirs and beneficiaries. Essentially, it is often best for people to draft...
In many families, spouses structure their estate plans in a specific manner to protect one another. One spouse may intentionally name the other as the main beneficiary of their most valuable assets. They may hold title to certain resources jointly to ensure that a...
You are considering challenging your parent’s estate plan. Perhaps you believe that another beneficiary used undue influence, so the will is not an accurate representation of what your parent wanted. Perhaps they allotted far more assets to that beneficiary than they...
Developing your estate plan is necessary for guaranteeing that your loved ones are properly cared for after you are gone. Beyond simply creating a will, estate planning is an important process that includes arranging your affairs for the end of your life, deciding who...
The loss of a parent is a life-altering experience for a child. Regardless of their age, they lose out on one of their closest relationships and a crucial source of support. Children are often among the main beneficiaries of a parent's estate. Especially when parents...
As the calendar has recently turned from 2024 to 2025, it is time for the kind of annual financial “check-up” that those who are savvy about safeguarding their wealth need to engage in. Protecting your wealth requires proactive strategies that account for evolving tax...
