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If you’ve been appointed as an Independent Executor, you are responsible for administering the estate of a person who died, which generally includes: (1) gathering the…

It has always been my belief that it “takes a village” to raise children and grandchildren.  To me, that means that different perspectives, skills or…

If you missed August’s National Make a Will Month, don’t worry! The creators of our national holidays clearly understand the importance of having an estate…

How do you make sure that your estate plan will keep up with your ever-changing life?  If you have experienced a major life event such…

Going into business for yourself is a risky endeavor. From investing in goods and services and hiring employees to simply carrying out the daily tasks…

Going into business for yourself is a risky endeavor. From investing in goods and services and hiring employees to simply carrying out the daily tasks…

If you have discussed estate tax-saving tools with your attorney or financial team, chances are you might have come across the Spousal Lifetime Access Trust…

One of the comments we often hear from clients is that they just want something simple.  And yet when they review the estate plans we…

Of the many obscure “holidays” now nationally recognized, we think August’s national “Make a Will” month is a particularly important one (Yes, seriously, this is…

From the beginning, you have had a plan for your business to succeed. You set goals and developed solutions to achieve those goals.  For small…