estate planning basics

October 24, 2023

Estate Planning Fundamentals

In honor of last week’s National Estate Planning Awareness Week, we have compiled a list of some commonly used tools in Estate Planning and a brief […]
October 6, 2023

When Was the Last Time You Updated Your Estate Plan?

For many, an estate plan is created and never looked over again – until it’s necessary to do so. But did you know that you should […]
August 8, 2023

The Five Year Probate Battle Over Aretha Franklin’s Estate

How important is Estate Planning? This is a question often answered with “Very Important”, however the subject can be quickly overlooked, or forgotten about. While many […]
July 11, 2023

Managing Your Loved One’s Legal Needs

It can be tough managing your loved one’s legal needs. Serving as a caregiver may require you to oversee their legal affairs. A past article on […]
May 24, 2023

Do You Need a Trust?

Many clients ask if they need a trust. It’s a great question, but it leads to another: What do you want your plan to accomplish? There […]
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