29 Sep, 2026
Is It Time to Review Your Legal Plan? Why the Bigger Picture Matters for Effective Legal Planning
People usually contact a lawyer because they have a specific problem or need. They may want to update an estate plan, draft a business agreement, buy or sell property, support an aging parent, or plan for the future of a family business. Those are all legitimate legal questions. But very often, the first question is … Read More
19 Aug, 2026
Special Needs Trusts: Protecting Benefits for a Loved One with Disabilities
A crucial consideration for your comprehensive estate plan involves caring for family members or loved ones with special needs. Leaving gifts to loved ones with special needs might cause unintended consequences without proper planning. Your estate plan can include a Special Needs Trust (SNT) that will ensure both funding and resource management that best serve … Read More
30 Sep, 2025
Why Have a Legacy Plan?
“The single biggest problem in communication is the illusion that it has taken place.” George Bernard Shaw. Perhaps truer words have never been spoken when it comes to intrafamily discussion surrounding financial and estate planning. In fact, a lack of communication is regarded by most as the single biggest challenge to leaving a lasting legacy. … Read More