We offer the option of consultations and meetings in-person, video & phone.
Executing your revocable trust is only the first step in ensuring your assets will avoid probate. Arguably, the more important step, is titling your assets
In light of the recent events surrounding the collapse of Silicon Valley Bank, many people are looking for a way to ensure that their bank
The SECURE Act (“Setting Every Community up for Retirement Act of 2019”) went into effect in 2019, followed by the Securing a Strong Retirement Act
Reasons to create an Estate Plan in 2023: Contact us today to schedule a telephone, video or in-office consultation to address your estate planning needs. This
Many people are unaware that a holiday gift splurge may actually subject the donor to taxes. The Internal Revenue Code imposes up to a 40%
Estate planning affords us the peace of mind of knowing that our assets will be distributed as we choose, and also provides us comfort in
Assets transfer at death through various modes. When a decedent leaves a trust with assets appropriately titled to it, the trust is administered, and the
When used properly, LLCs are an effective way to insulate property owners from personal liability, especially in the case of rental properties. But did you
If you are like many of our clients, you may have executed your trust a couple of decades ago and left it to collect dust
If you and your spouse created a trust prior to 2010, it is quite possible that your trust no longer accomplishes what you intended it
