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THE CONTENT OF EACH LEGAL BLOG POST CONTAINS GENERAL PRINCIPLES OF LAW, NOT LEGAL ADVICE AND IS FOR INFORMATIONAL AND EDUCATIONAL PURPOSES ONLY. NO BLOG POST IS INTENDED TO ESTABLISH AN ATTORNEY-CLIENT RELATIONSHIP.
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Thought You’d Like To See This: Health Savings Accounts (HSA)
Health Savings Accounts (HSA): Many of my clients struggle with the high cost of health insurance coverage, particularly those who are still working full time. Comprehensive health insurance, whether purchased individually or provided in part in connection with...
10 Types of Trusts: A Quick Look
Considering the myriad of trusts available, creating the right estate plan can seem daunting. However, that is what we, as estate planning attorneys, do every day. We know the laws and will design a plan which addresses your specific situation. ...
Thought You’d Like To See This: The End of 2020 Is Near
2020: I do my best to meet with clients regularly. While I enjoy their company there is usually a professional agenda behind getting together. Often things have changed—either for the client or in the outside landscape--and it is time to make adjustments to the...
Wills vs. Trusts: A Quick & Simple Reference Guide
Wills vs. Trusts: Confused about the differences between a will and a trust? If so, you arenot alone. While it is always wise to contact experts like us, it is also important to understand the basics. Here is a quick and simple reference guide: What a Revocable...
Wills vs. Trusts: In Plain English
Everyone has heard of wills and trusts. Most articles written on these topics, however, often presume that everyone knows the basics of these important documents. But, in reality, many of us do not – and with good reason – as they are rooted in complicated,...
Revocable Trust vs. Irrevocable Trust: Which Is Best for You?
Revocable Trust vs. Irrevocable Trust: A properly funded trust allows you to avoid probate, minimize taxes, provides organization, maintains control, and provides for yourself and your heirs. In its most simple terms, a trust is a book of instructions wherein you tell...
Estate Planning: 3 Reasons We Run the Other Way
It can be hard to get motivated about your estate planning; it sounds about as fun as getting a root canal. However, you also probably want to make sure that your loved ones are protected and receive your hard-earned money and property – regardless of whether you have...
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