Estate Planning Blog

We keep you updated on news that affects you and your loved ones.

Estate Planning 101

Although often neglected, drawing up an estate plan is as essential to your legacy’s future as drawing up a simple will. A trust, or estate, is not the same as

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Charitable Giving Ideas

You don’t have to be rich to set up the equivalent of a charitable foundation — one that can continue making donations even after your death. “Jonathan” was a successful

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Real Life Long Lost Uncle

A recent case in the United Kingdom shows that the fictional cliché of a long lost relative leaving behind an inheritance for the story’s protagonist actually does happen in real

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Do Not Forget the Books

When administering a loved one’s estate, people generally know that items such as jewelry, old coins, and antiques could be valuable and, thus, should be appraised. However, people often forget

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We specialize in estate planning, incapacity planning, business planning, trust administration, and probate.

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