Yearly Archives: 2018

A living revocable trust is a legal document that transfers the ownership of certain assets into the name of a
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A significant percentage of Americans do not currently have an effective estate plan in place. According to data provided by
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Sometimes life is busy enough it is hard to draw sophisticated conclusions or any life changing statements; And sometimes it
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The last month has been a whirlwind. So much good has happened in our home; we moved homes, celebrated our
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A power of attorney (POA) is a legal document that allows you to give another person the authority to handle
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We make our living by helping others achieve peace through estate planning. We work hard to make the process as
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… or, what it’s like to be a Dad to four toddlers from Mom’s perspective. We all know parenting is
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As an estate planning attorney, I often work directly with my clients’ financial advisors.  In fact, I prefer this type
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  Summer is right around the corner, and if you’re like us, you have your sights set on a relaxing,
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