Articles & Insight

Many of our clients own vacation homes which are used by the entire family. These homes have become a way of bringing the family together, which mom and dad want to preserve after their deaths.…

Although “it’s better late than never” may apply to planning one’s estate, planning early will cause one to avoid the dangers of deathbed planning. Acting hastily in the midst of a terminal illness…

Many parents should consider using the technique of contingent trusts as a valuable estate planning enhancement to reciprocal Wills between spouses with children. These contingent trusts…

Estate planning is most often associated with individuals and couples who are approaching retirement or who already enjoying their golden years. Estate planning usually conjures up an image of…

Historically, the perception was that trusts were exclusively a tool for preservation of assets of the super wealthy. Today, trusts are useful estate planning tools that benefit…

Name a guardian for your children. The guardian named to have custody of the child does not have to be the same person named to be guardian of, or trustee of, the estate. Review the named…