BOOK A DISCOVERY CALL

Smartphone screen displaying AI applications Gemini and ChatGPT. The rise of AI has brought convenience to many aspects of life, from...

Maggie Schneider Huston's Newsweek story highlights the challenges of ensuring a loved one’s end-of-life wishes are respected.

Did you know state governments across the U.S. currently hold $60 billion in unclaimed property? This staggering amount highlights the...

Thinking about how your family will handle things when you're gone is never easy, but it’s necessary. Many people avoid estate planning,...

You are probably already aware of the tax benefits from donating to charity during your lifetime—donations to charity are tax-deductible....

This is a great question because many people are unaware of how the process actually works, and it’s not as simple as you may think. So,...

When it comes to legacy planning, wills and trusts are two of the most commonly used legacy planning tools, and are usually the...

Although you are technically allowed to name a minor child as the beneficiary of your 401(k), IRA, or other employment-sponsored...

This may seem like the right thing to do, but the answer is actually no, and let me explain why—when planning for a loved one with...

A last will and testament is the most commonly thought-of document when it comes to an estate plan. But really it is only a very small...

If you're like many homeowners, your home is likely your family’s most valuable and cherished asset. In light of this, you want to make...

It's hard to foresee how your loved ones will act when you die or become incapacitated, no matter how well you believe you know them....

Do images of elegant homes and yachts come to mind when you hear the words "trust fund"? A trust fund - or trust - is an useful estate...

Far too many prospective entrepreneurs launch their companies without adequately planning ahead of time. A properly studied and...

As we head into peak wedding season, if you are a newlywed or are about to tie the knot, you should be adding “estate planning” to your...

Just Married? 6 Estate Planning Essentials for Newlyweds—Part 1 As we head into peak wedding season, if you are a newlywed or are about...

4 Factors To Consider When Choosing a Business Entity—Part 2 When starting a business, you have to make a lot of decisions such as: what...

4 Factors To Consider When Choosing a Business Entity—Part 1 When starting a business, you have to make a lot of decisions such as: what...

– Enquiring Entrepreneur A: Dear Enquiring Entrepreneur: Registering your business’ name for a trademark with the United States Patent...

The Covid-19 pandemic has taken center stage for the greater part of 2020. It has had an impact on every aspect of our lives. The legal...