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Friday, September 1, 2017

Who are the Decision Makers in Your Estate? (Part 1)

Your Estate Plan involves a lot of decision making!  Part of this process involves choosing decision makers to act on behalf of the Estate.  We are giving a breakdown, role-by-role, of the key decision makers that will be involved in the Estate administration!

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Tuesday, August 8, 2017

Estate Planning for Millennials - You're Not too Young to Start Planning! (Part 3)

You have made it!  The third (and final) installment dedicated to my fellow Millennials.  For this segment, I am discussing asset protection - what it entails and how it works.  


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Saturday, July 15, 2017

Estate Planning for Millennials- You're Not too Young to start Planning! (Part 2)

Welcome back!  As exciting as this topic doesn’t sound, I promise this is extremely helpful and necessary! This post outlines the documents that are typically included in a basic (yet, comprehensive) estate plan.


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Tuesday, July 19, 2016

Things to Do Following the Death of a Loved One: Part I

Please Note:  The following is a general list of considerations and should not replace the advice of an attorney familiar with your situation; This article is not legal advice and will not necessarily apply to all situations- for specific advice tailored to your situation, please consult with an estate planning attorney.  


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