An estate plan you can trust

An estate plan you can trust

The benefits of revocable living trusts Clients that call our office often ask about setting up a document that will provide guidance for how their assets, end-of-life decisions, and agent appointments should be handled. To achieve this, they often ask about how to...

What to expect on the death of a loved one

What to expect on the death of a loved one There are many steps to take after a loved one passes away. Ideally, your parent, spouse, family member, or loved one has communicated with you about what they hoped would be done for them when they died. If you are unsure...

The Importance of Succession Planning

I’ve explained in previous posts how one of the major objectives of estate planning is to make sure your assets and belongings go to the people and organizations you want after you pass away, with as little delay and costs (fees and taxes) as possible. But good...