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Why a Trust for Your Child Should Mature with Your Child

For assistance creating or updating your estate plan to properly plan your trust for your child for your children, contact us.

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HIPAA: An Overview for Young Adult

If you or someone you know has recently turned 18 or needs a HIPAA authorization form, let us help protect you in every stage of life.

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Swedish Death Cleaning

The primary goal of Swedish death cleaning is to spare loved ones the burden of clearing out our stuff when we die.

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Undoing an Irrevocable Life Insurance Trust

There are options and alternatives in a changing estate tax landscape like undoing an irrevocable life insurance trust.

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Minimalism May Be Great for Your Stuff and Finances but Not for Your Estate Plan

An estate plan is one area of your life where you should not lean into the "less is more" mindset.

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Does Treating Your Children Fairly Mean Unequal Inheritances?

Sometimes being fair or doing what is right by your children may mean giving unequal inheritances when estate planning.

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Is an Income-Tax Time Bomb Lurking in Your Estate Plan?

Estate planners must look carefully at each client’s unique family situation to minimize both estate taxes and income taxes.

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Planning for Real Estate in a Foreign Country

Prospective buyers of real estate overseas must be aware of the financial, legal, and tax implications of buying real estate abroad.

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Being Deployed? Here Is What You Need to Do

No matter how soon you are leaving on military deployment, there is still time to ensure that your affairs are in order.

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Estate Planning for Military Families

Whether you are beginning your military service or have been serving for some time, the following may be important in your estate planning.

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