Category: Estate Planning

Consider giving a gift that will make your high school graduate’s life a little bit easier as he or she transitions into adulthood. Many of

Conservatorships are a burdensome and costly process, which require substantial interference and supervision on behalf of the judicial system. A typical conservatorship will require a

Executing your revocable trust is only the first step in ensuring your assets will avoid probate. Arguably, the more important step, is titling your assets

In light of the recent events surrounding the collapse of Silicon Valley Bank, many people are looking for a way to ensure that their bank

The SECURE Act (“Setting Every Community up for Retirement Act of 2019”) went into effect in 2019, followed by the Securing a Strong Retirement Act

Reasons to create an Estate Plan in 2023: Contact us today to schedule a telephone, video or in-office consultation to address your estate planning needs. This

Many people are unaware that a holiday gift splurge may actually subject the donor to taxes. The Internal Revenue Code imposes up to a 40%

Estate planning affords us the peace of mind of knowing that our assets will be distributed as we choose, and also provides us comfort in

Assets transfer at death through various modes. When a decedent leaves a trust with assets appropriately titled to it, the trust is administered, and the

When used properly, LLCs are an effective way to insulate property owners from personal liability, especially in the case of rental properties. But did you