Category: Estate Planning

Make the most of the final weeks of summer by joining the rest of the nation in celebrating national make-a-will month! Longer daylight hours, lighter

A 1031 exchange allows a seller of investment property to defer the payment of capital gains at the sale of a property by replacing the

When a Settlor of a revocable living trust passes away, the trust becomes irrevocable and must be administered by a successor trustee pursuant to its

Last December, fans around the world were devastated to learn of the abrupt passing of Stephen “tWitch” Boss, the charismatic DJ and dancer who rose

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