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One of the benefits of my line of work is I get to work with people over the course of years, seeing them through new grandkids, retirement, and a number of other life changes. Recently, a client [...]

May is National Elder Law Month—a time when we pause to think about the choices we make as we age and how those decisions, or lack thereof, affect our independence. At our firm, we use this month [...]

Planning for Charitable Giving The gravity of the word legacy often triggers thoughts of financial assets and property, but your legacy is much more than what you own. While property and assets [...]

Why Long-Term Care Insurance Matters for Your Financial Future Planning for the future involves making critical financial decisions that will protect you and your loved ones in the years ahead. [...]

When I started my practice in 2002, we didn’t even have a way for someone to pay with a credit card – which was fine since most of my clients preferred to use checks. Twenty years later, not only [...]

When I visit with clients who are returning to update their wills, I will often ask if they’ve taken the time to talk with their children about the documents they executed. “Oh, no, but they know [...]

An Ethical Will: Beyond the Basics Most attorneys can write a list a mile long about why it’s important to get your estate planning completed. The reasons range from the legal to the practical. [...]

What is the Corporate Transparency Act? The Corporate Transparency Act (CTA) is a new law requiring certain entities to disclose certain information to the Financial Crimes Enforcement Network [...]

So many scary stories told around Halloween involve a ghost with unfinished business left on earth. While maybe not as exciting as Hollywood plot lines filled with haunted mansions and scorned [...]

As many people already know, a Will is a document that allows someone to specify who they would like their assets to go to after they die. However, a lot of people do not realize that your Will [...]