Personalized Representation. Honest Advice.

  1. Home
  2.  » 
  3. 2021
  4.  » May

Month: May 2021

Probate complications and preparations

On top of the grief that the death of a loved one causes, living relatives still must navigate the complicated waters of probate. It is the default process to handle a decedent's assets and property after their death and, without a prior plan, rolls on based on state...

Is it time to review your estate plan?

After creating your estate plan, it is wise to review it every now and then. This allows it to stay true to your actual real life circumstances, which is crucial in order to make the estate plan actually valid. But how do you know when it is time to review the plan?...

Planning for the potential of estate taxes

One of the common themes of estate planning is looking for opportunities to preserve assets for beneficiaries. Yet despite the many options one can implement when looking to optimize their estate plans, many may resign themselves to the thought that they cannot avoid...