Leave A Legacy: National Estate Planning Awareness Week

In addition to drafting legal documents for all of our clients, to make sure that their assets are taken care of and their families are fully protected, we also understand at the firm that there are certain

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18+ Planning – National Estate Planning Awareness Week

A question we get a lot from our clients, who are planning with us is “We are protecting our kids, but are our kids, themselves actually protected?” When this question comes from a client with

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Funding a Trust

Funding Your Trust – National Estate Planning Awareness Week

A common estate planning mistake many people make – including celebrities with huge estates, like Michael Jackson or Prince – is not ensuring the trust you have created actually holds all your assets. 

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Trust vs. Will: What you Need to Know- National Estate Planning Awareness Week

Our second installment for National Estate Planning Awareness Week: trusts, wills, and the difference between the two.  When most people hear “estate planning,” they immediately think “will,”

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Naming Guardians- National Estate Planning Awareness Week

So, maybe you’ve heard that there are certain documents you need to have in place to make sure that your kids are protected no matter what, but you don’t know what those documents are. Here’s

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National Estate Planning Awareness Week

National Estate Planning Awareness Week 2017

Congress has designated the third week in October “National Estate Planning Awareness Week” (October 15-21, 2017). Estate planning is an often overlooked area of personal financial management.

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Divorce and your Trust

Divorce? Here’s What You Should Know About How it May Affect Your Trust

Getting divorced? As a parent, a divorce is most definitely an important time to review your estate plan. Trusts vary in their structure, funding, and terms, so if you have one, it’s hard to know how

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Growing Family

Growing Family? Time to Audit Your Insurance Policies

If you have a growing family, there is lots to prepare for and consider. Welcoming a new family member can be a joyous occasion, and requires some planning. Adding a new family member can affect your finances

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Strong Blended Family

Building a Strong Blended Family Through Legal Planning

Yours, mine and ours … in today’s modern family, it’s more common than not! The blended family is the product of 2nd (or more) marriages, in which one or more of the parties comes with children from

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To marry legally or not?

Financial, Legal Planning for Unmarried Couples: Should You Legally Marry or Not?

While the Supreme Court issued a landmark decision to legalize same-sex marriage in the U.S. making it possible for people of all sexual orientations to marry, many modern couples (of all genders and sexual

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