by amanda | Oct 17, 2023 | Uncategorized
Planning ahead for the unknown can be frightening and intimidating. However, our team is here to expel the spine-chilling misconceptions of advance directives, estate planning, and estate administration. Read More
by amanda | Oct 15, 2023 | Uncategorized
There are two ways in which your assets pass upon your death: (1) by operation of law to designated beneficiaries (IRA, life Insurance, etc.), pursuant to an agreement (a living trust agreement) or as joint owners with rights of survivorship, or (2) through the...
by amanda | Oct 14, 2023 | Uncategorized
Effective January 1, 2024, a sweeping anti-financial crimes law – the Corporate Transparency Act – will affect every small business. Read More
by amanda | Oct 12, 2023 | Uncategorized
Effective consultations are the cornerstone of a successful estate planning practice. Unfortunately, many attorneys fall into the trap of educating versus consulting. Read More
by amanda | Oct 11, 2023 | Uncategorized
Any estate planning professional will tell you everyone should have an estate plan. But we also understand that the whole process can feel a bit daunting-finding an estate planning attorney, getting organized, making decisions that will impact your loved ones, and...
