Blog
What is wealth management?
Estate planning lawyers and financial advisors work closely for their high-net-worth client facing financial challenges that did not exist 20 years ago. So who will help ...
Revising Your Will After Divorce
Divorce in itself can be a tumultuous time, so it’s understandable that for many newly divorced people, revising their estate plan can be overlooked. However, ...
“Paid in Full” and Accord and Satisfaction
Have you ever received a check in the mail with the notation “paid in full” or “payment in full?” Sometimes, if a check is not ...
Pros and Cons of a Living Trust
A living trust, also referred to as a revocable trust, places your assets into a trust throughout your lifetime and then transferred to your heirs ...
Just Married? Here’s Why You Need To Write A Will
Getting married means starting your lives together as a partnership; and that partnership often comes with a lot of joint ventures, whether that be property, ...
Duties of an Executor or Administrator of a Will
Unfortunately, the death of a loved one sometimes comes as a shock. Many people are unprepared for such a change in their life. Even with ...
What keeps you up at night? Security in Estate Planning
I have a husband, three kids, and two pets. I love all of them and I want to do everything I can to keep them ...
What Should I Know About Estate and Inheritance Taxes?
While the term inheritance tax and estate tax are often used in an interchangeable manner when referring to the collected tax after someone dies, these ...
Don’t Lose Your Savings to Long Term Care Costs
America is aging, and as we get older, more and more of us have health problems that require long term care. Usually when we think ...
