by admin | Apr 27, 2022 | Estate Planning
Note: When you google “what is estate planning” the top results you will see will be ads from major financial institutions such as Morgan Stanley and Wells Fargo. You’ll find that their answers typically focus on the transactional and functional aspects of estate...
by admin | Feb 23, 2022 | Estate Planning
Our last estate planning blog post was about preparing for an estate planning consultation: things to think about beforehand, ways to prepare, expectations to have for your initial meeting. Today, we want to address some common reasons why people don’t pursue the...
by admin | Jan 25, 2022 | Estate Planning, Family Law and Estate Planning Tips
Preface: For most people, the first meeting with an attorney can be an intimidating prospect. Typically, people contact an attorney when faced with a conflict or a painful experience. For example, many times clients are prompted by a medical emergency or terminal...
by admin | Dec 6, 2021 | Estate Planning, Family Law and Estate Planning Tips
Estate Planning is a Savvy Present for the Holidays Ah, the holidays. This year, 2021, will be especially treasured as so many of us missed spending the holidays with loved ones last year in an effort to keep us all safe and healthy. With this in mind, you may...
by admin | Aug 18, 2021 | Conservatorship, Estate Planning
Here’s the scoop on the good, the bad, and the ugly. Conservatorships have been a hot topic in the news lately. With Britney Spears legally battling her own conservatorship, and the new Netflix movie, “I Care a Lot” released earlier this year, many questions have been...
by admin | Nov 5, 2020 | Estate Planning
Many people have heard of “estate planning,” yet often don’t completely understand what it means. Estate planning is a valuable tool in the financial planning and asset management tool chest. Often times estate plans are associated strictly with...
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