What changes will we see to the tax code in the near future? At this point it is all speculation but don’t let that prevent you from making tax-free annual exclusion, medical-payment, and
Estate Planning & Administration
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As the holiday season approaches, many people begin reflecting on what they value most—family, legacy, and the opportunity to support loved ones. For clients with meaningful assets, this often leads to an important
When people think about estate planning, they often focus only on what happens after they die. But just as important is planning for what might happen while you're still alive but unable to
Divorce is a significant legal event that can have far-reaching implications—not only for the spouses involved but also for their estate plans. In many states, the legal finalization of a divorce can affect
With Mother's Day over and Father's Day on the horizon, you may be spending some extra quality time with family. For many families, this extra time together is fun-filled, and creates a sense
Estate planning is more than the orderly transfer of wealth at death; it is also a forward-looking exercise in risk management. By integrating sound asset-protection techniques into your estate plan, you safeguard the
Estate planning is a critical process that requires careful consideration to minimize conflicts among family members and ensure that your wishes are honored. Misconceptions surrounding estate planning often lead to unnecessary disputes, financial
Disputes over the provisions in a will or trust can undermine your final wishes, rapidly deplete your financial legacy, and cause significant discord among your loved ones. However, with experienced counsel who can
The divorce process can be lengthy and costly. However, the responsibilities do not cease once the divorce decree is signed. To ensure that your financial, property, and estate planning wishes are executed in
A comprehensive estate plan should address all your assets. For most individuals, an estate plan must encompass three common categories: (1) your primary residence; (2) financial accounts, such as checking and savings accounts;
