News and Notes

  • Holidays are ideal time to discuss estate planning The holidays can be an awkward time for many families but it’s also the best time to talk about estate planning because it might be the only time everyone gets together during the year.This makes it the......

  • Four steps to help choose an estate planning lawyer Not everyone will need an estate attorney but when do need a lawyer, you’ll want a good one. Even if you have a simple estate, it’s best to have an attorney help you decide how to......

  • Living trust, among other items, can relieve taxes on real estate For many families, their home is their biggest investment and, for that very reason, it should be included in your estate plan, along with any other real estate. It’s important to make a wise......

  • When it comes to estate planning, establishing a living will and trust are important first steps. While many believe you have to do this later in life, it is a good idea to establish these items in the early stages. Couple who are newly married......

  • Essential steps for estate planning Aside from making sure your will and advanced care directive are up to date, there are a few things that will get your estate in order and make your passing easier on your loved ones. While gathering this information, it’s a......

  • First steps for estate planning Here is an estate planning checklist to help you organize your estate and, depending on your individual situation, you might discover other items that need to be addressed. It’s a good idea to discuss your plans with the executor of......