A Commitment
to Each Client.
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...
Estate planning involves making key decisions about managing and distributing your assets after passing. A critical part of this process is appointing a trustee. This individual or entity manages your trust, ensuring your wishes are honored and your beneficiaries...
Estate planning is the legal process of making your wishes known for after your passing. It is often believed to be something that is only for the rich or elderly, but that is not the case. Estate planning can benefit adults of all ages. To get started, it can help to...
