Category: Estate Planning


Planning for Your Special Needs Child

  If you are raising a child with disabling special needs, you understand the depth of your love for your child, and learn the lengths you are willing to go for another person. There also comes a clearer focus and priority placed on planning for your family’s future. This is because long-term medical care is  … Read more

Estate Planning for Couples

Estate Planning for Couples

When you get married, you become a part of a team. A team that lives together, grows with children, and works with the hope of one-day enjoying retirement together. Married couples also put their estate plan together. This is because estate planning is about securing the future for each other and for your children. If  … Read more

Creating a Plan for Charitable Giving

Creating a Plan for Charitable Giving

Many of us have causes that we are truly passionate about, causes that are personal, or that hit us at our moral core. We volunteer, we advocate, we fundraise, and we donate. Estate planning allows for us to continue our commitments to the causes we believe in. In fact, charitable giving can be a smart,  … Read more

Long Term Care for Elderly Parents

Long Term Care for Elderly Parents

The point of estate planning is to create a stable and predictable method of distributing your property when you pass away, while maximizing the amount that your heirs ultimately receive. People work closely with their attorneys to meticulously create their plans, which can involve any variety of gifting, wills, and trusts. However, one aspect of  … Read more

Is a Joint Will Right for You?

  A joint will is a single will executed by a married couple that determines how all of their property will be distributed upon their deaths. Generally, in such a document, upon the death of the first spouse, all property will transfer to the other spouse. For the rest of that spouse’s life, the survivor  … Read more

Estate Tax Relief for Surviving Spouses

Marriage is a sacred bond. You have made vows to your spouse, who is your partner in life and is your most important relationship. You have worked hard together, raised children together, and planned your lives together. That is why when people plan their estates, the first priority is often to make sure that their  … Read more

Recovering Estate Assets

Recovering Estate Assets

Being named executor or administrator of an estate is an enormous responsibility. There are complex laws, highly specific pleadings and procedures, and crucial deadlines. Further, the executor has a fiduciary duty to the estate to carry out these responsibilities with reasonable care. Ultimately though, the role of executor is a hallowed promise to honor the  … Read more