Picture this: we're sitting down, you and me, ready to dive into the nitty-gritty of your estate plan. There's often a bit of surprise when I clarify that I can't make all the decisions for you. After all, I'm not familiar with your family dynamics or your unique preferences.  ...

It's truly remarkable how many folks want to draft a will to ensure their assets end up where they want them to go after they're gone, without considering the other methods available for transferring assets. They often inquire about the hierarchy between a will and other documents. As much as...

A few weeks back, I had a heart-to-heart with a financial planner who's been sending clients my way for quite some time. In our recent chat, he mentioned the need for asset protections within a trust for a potential client he was planning to refer to me. He brought up...

There are many different ways to prepare for your future with your estate planning attorney. There are many different types of documents, plans, and decisions that you have to make when deciding how you want to distribute your estate. When looking at the options and deciding what estate plan is...

When deciding your estate plan, there are many things you have to think about. Choosing the right plan, executing and organizing the documents, and meeting with your attorney are all part of the job of planning what will happen to your estate. But one thing that is integral to the process...