estate planning

Estate planning is an essential part of every personal financial plan, but in order to craft an estate plan that will best serve you and those you leave behind, you need to know what documents to prepare.  Here are three documents you should be prepared to discuss with an experienced estate planning attorney: Will Your […]

When it comes to real estate law, many people assume you’d need an attorney only to help you when you’re buying or selling property, or to help you with issues such as property boundary disputes. However, if you own property that you rent out, it could also be a good idea to have a qualified […]

Meeting with your estate planning attorney for the first time can be stressful and overwhelming, especially if it’s something you’ve been putting off for a while. While it’s perfectly fine to just meet your attorney and then gather your information afterward, here’s a list of some of the items you might want to take with […]

In an ideal world, we would all have our life estate planning taken care of when we are in our twenties. As many of us know, this doesn’t always happen, and because life is busy and we often neglect these, life estate planning gets put on the backburner until later in life. Don’t worry though […]

For many people, among the many reasons to have a comprehensive estate plan, one of the most important is to protect their loved ones from costly and unnecessary legal disputes. From relatives who have never seen eye-to-eye to family members who have different ideas about what their loved ones would have wanted, there are numerous […]

When it comes to preparing an estate plan, trusts can serve a variety of different purposes. Trusts offer flexibility, the ability to plan multiple generations into the future, and the opportunity to minimize tax liability now and in the future.   But, in order for a trust to serve its purpose, it needs to be […]