Blog Posts in 2017

What Happens to Assets if There Is No Will? First, forget anything you have heard about the State getting any portion of your assets because you did not prepare a will. This notion is pure nonsense ...

We try to get a feel for the client’s real objectives in setting up a plan at the initial estate planning meeting. This allows us to create a plan that is customized to meet the specific needs and ...

An investment in a complete estate plan is an expensive process. The expense related to an estate plan is not just the cost of putting the plan in place but also the time it took to meet with your ...

Complex tax planning for the ultra-wealthy almost always involves the use of various trusts . But it is a mistake to think that trusts are only for millionaires. Trusts can provide a number of ...

We are frequently asked when or if a client needs to appoint a patient advocate or draft a living will. The simple answer to that question is that everyone should have a patient advocate and that it ...

What to Look for in a Corporate Litigation Attorney As a business owner, corporate director or company manager the word “litigation” is the last thing you want to hear. Whether you are being sued – or ...