Estate Planning, Probate, & Private Wealth

When is it Time to Update Your Estate Plan?

Estate plans — when structured properly — can help you accomplish many things. They allow you to maintain control of...

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Three Legal Things to Do After a Scary Health Diagnosis

A scary health diagnosis can be emotionally and logistically challenging. For instance, how do you take care of your family...

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Estate Planning Projects to Tackle in the New Year

As the end of the year approaches and you begin to look back on 2018, what changes need to be...

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Are No-contest Clauses a Good Idea?

One of the primary objectives of any estate plan is to give clear direction to surviving family members on how the deceased...

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It is National Estate Planning Awareness Week

Congress designated October 15-19, 2018, as National Estate Planning Awareness Week, an effort that started in 2008 to help educate...

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‘E-S-T-A-T-E’: Take Care of Your ‘T’ and ‘E’

Anyone who owns property, both real and personal, should plan for how these assets will be managed, controlled, and divided...

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Have You Taken Advantage of the Tax Cuts and Jobs Act Planning Window?

Important Estate Planning Tips You Should Act on Now Like all things, tax laws constantly change. Together, we need to...

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The Nuts and Bolts of Succession Planning

Establishing and developing a business takes years of effort before most owners see any rewards; but once a company is...

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Keeping the Peace After You Are Gone

Planning With an Aim Toward Building Unity A will or trust contest can wreak havoc on families. The conflict can...

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