ARTICLES

People often wonder if they need a will. The answer is simple: if you are alive, you need a will. We all know the two certainties in...

What is a Henson/Inheritance Trust? The Henson Trust is often used in estate planning to deal with situations where there is a disabled...

What is a Family Trust? The use of a Family Trust, which is a trust that becomes effective during one’s lifetime, rather than on death,...

What is an Alter Ego Trust? Alter Ego and Joint Partner trusts are two further examples of inter vivos trusts. The value of all assets...

The estate planning process begins with you, the client, selecting a time for our first meeting using our on-line calendar. If you...

Gwen and Susie’s story has three parts: 1. Gwen’s Choices for End-of-Life: Spoken and Unspoken 2. Susie Navigates her Role as Gwen’s POA...

This story shows, in contrast to George’s story, how simple estate planning can help create a less stressful and more harmonious outcome...

PART I: George's Story The Background Story Remember Bill and Susan from our last blog? They have three children, Alexandra, Samantha...

Does a family member have a "right" to part of your estate? Or do you have a right to leave your estate as you choose?