Category: Estate Planning

Estate planning involves planning for the management and distribution of your assets after your death or incapacitation. However, it’s not just about managing your assets – it’s about preserving your legacy. This detailed process provides a sense of security and peace of mind, knowing that your wishes are honored and

Four of every ten Americans have at least one step-relative in their family – either a stepparent, a step or half sibling or a stepchild — according to the Pew Research Center. The National Center for Family and Marriage Research estimates that about one-third of all weddings in America create

There will come a point where every business owner will want to retire from their business. Other times, the owner may not be able to leave voluntarily, but instead be forced to do so due to incapacity or death. Inthese instances, the loss of such and individual can wreak havoc

Trusts are useful for many purposes, including avoiding probate, reducing or eliminating federal estate taxes, and managing property for a beneficiary when direct ownership by the beneficiary is not desired. Trusts also can be very useful for asset protection if the creditors of the beneficiary are prevented from reaching trust

An Advanced Health Directive is a written document which provides special directions to your agent as to whether or not you wish to have limitations placed on your health care options. Essentially, you are laying out under what circumstances medical care will be provided to your person if you become

A Durable Power of Attorney is a formal written document whereby an individual (called a “principal”) can designate a family member or some other trusted person (called an “agent” or “attorney-in-fact”) to have the power to act on his or her behalf. Through this document, the principal can share with

A Will is a document by which a person (called a “testator”) can direct a person (called the “executor”) how to distribute the testator’s assets when he or she dies. The Will is used to carry out the intention of the testator as to who gets his or her assets