A Commitment
to Each Client.
As a responsible adult, creating an estate plan makes sense. This plan, when established properly, will protect your loved ones and ensure your assets are distributed based on your wishes after you pass away. Making an estate plan may seem simple; however, some...
You want as much of your property as possible to pass to the people you love when you die. Careful estate planning can help you minimize the risk of creditor claims and taxes cutting into what your loved ones inherit. Unfortunately, your plans can end up undermined by...
Most adults have bank accounts that they use on a regular basis. One question that often comes up when a person dies is who will get control of the bank account. You can make your wishes clear about this by getting the Totten trust for the bank account set up. A...
There’s nothing worse than being coerced into something that makes you uncomfortable, i.e., being a victim of undue influence. Undue influence is when a person uses their relationship with someone else as leverage to pressure said individual into making a decision,...
One scary thing to think about is becoming incapacitated to the point that you can’t make decisions for yourself. This means that someone else will have to take care of your finances and your medical care decisions. You can provide protection for yourself by taking...
Life and financial situations can change quickly and without expectation. Certain conditions could make updating your will a smart idea. However, the unpredictability of life can mean that you wish to make changes to your will down the road. Certain conditions, like...
