We’re open, working remotely, and we’re here to help. Schedule your consultation.

6 Steps to Selecting and Naming the Right Guardians for Your Children

One of your most important duties as a parent is to select and legally document guardians for your children. This doesn’t mean automatically naming godparents or trusting that the grandparents will step in if necessary, assuming they will even be young and healthy enough to do so. As a responsible parent, you need to carefully consider and decide who would be the best people to raise your children if you could not. Read More

Getting Divorced? Your Estate Plan Needs These Four Essential Updates

If you’re in the midst of a divorce, you know what an overwhelming experience it is. Divorce disrupts every facet of life, including your estate plan. Yet, when you’re dealing with emotional and difficult issues involving your kids, your finances, your home, your family and social connections, it’s understandable that updating your estate plan can fall to the bottom of your priority list. But divorcing couples Read More

5 Ways to Keep Kids and Grandparents Connected in the Pandemic

While the pandemic’s isolation, shutdowns, and social distancing measures have been tough for everyone, the elderly have been hit particularly hard. Seniors face the most significant health risks from COVID-19, meaning that for close to a year now, many grandparents have been unable to safely spend time in-person with their grandchildren.  While these measures are critical to protect physical health, the resulting Read More

When Simple Really Isn’t Simple: The Dangers of DIY Estate Planning

Sometimes, something that looks simple or easy at first glance, can turn out to be quite complicated and much, much more difficult. Estate planning is one such thing. Search online, and you’ll find tons of online do-it-yourself estate planning services. On social media, you’re probably seeing ads for products such as Will & Trust, Legal Zoom, or Suze Orman’s estate planning kit. Such forms are typically Read More

4 Reasons Why You Can’t Afford to Go Without An Estate Plan

When it comes to putting off or refusing to create an estate plan, your mind can concoct all sorts of rationalizations: “I won’t care because I’ll be dead,” “I’m too young,” “That won’t happen to me,” or “My family will know what to do.” These thoughts all come from a mix of pride, denial, and above all, a lack of real education about estate planning and the consequences to your family of not planning. But, once Read More

6 Changes to Watch out For in your 2020 Taxes

Although you may have just filed your 2019 income taxes in July, now is the time to start thinking about your 2020 return, due in April. While it’s always a good idea to be proactive when it comes to tax planning, it’s particularly important this year. 

In addition to annual updates for inflation, the Coronavirus Aid, Relief, and Economic Security (CARES) Act provides individual taxpayers with several new tax Read More

National Estate Planning Awareness Week Oct 19-25, 2020

Estate planning is an often overlooked area of personal financial management. By some estimates, 70% of American parents do not have an estate plan! Most mistakenly hear the word “estate” and assume “estate planning” is just for the Bill Gates, Elon Musks, or Warren Buffets of the world. Estate planning, however, is for everyone! Estate planning is essential to protecting you, your family, your assets, and perhaps Read More

How Do Trusts Help You Save on Taxes?

Many people come to us curious (or confused) about trusts and taxes. So we’d like to sort it out and clarify things. There are two types of trusts, and each type has its own tax consequences. Revocable trusts, which are the more commonly used trusts, have no tax consequences whatsoever. A revocable trust has your social security number as it’s tax identifier, and is not a separate entity from you for tax Read More

Is your trust funded? Setting up a trust – the right way.

“The fortune is in the follow-up.” Jim Rohn “The devil is in the details.” Ludwig Mies van der Rohe I recently met with a couple who had gone several years ago to a nearby “traditional” law firm for their estate planning. The firm created separate revocable trusts for the husband and the wife, and then, once all of the documents were signed, sent the couple an email with a spreadsheet of all of their Read More

Create a Special Needs Trust to Protect the Financial Future of Your Child with Special Needs

I am always surprised when the parents of a child with special needs tell me that they were not aware of what they needed to do to ensure the future well-being and care of their child. Often, they tell me they didn’t know they needed to do anything at all. If that’s you, and you have a child with special needs at home, this is for you (or, if you have friends or family who have a child with special needs, please Read More