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Five Mistakes to Avoid When Estate Planning

August 10, 2018 Posted In Estate Planning,Firm News,Inheritances,Life Insurance,Probate

Planning your estate is an important undertaking, which is why you want to avoid making mistakes so as to prevent future hardships for your family after you are gone. Normally, we’d save this bit of advice for the end of the blog, but it’s too important to put it at the end. Do yourself a…

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Eight Reasons for Revisiting Your Estate Plan

September 27, 2017 Posted In Estate Planning,Firm News,Inheritances,Probate

Revisiting an estate plan every few years isn’t an option for everyone, especially those on a limited budget. But, it’s nearly impossible ignore for those with a lot of wealth, because oftentimes assets and holdings get liquidated or restructured. “Because of the way the very wealthy have structured their business interests, especially when different international…

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Do I Need an Ethical Will?

November 4, 2016 Posted In Blogs,Estate Planning,Firm News,Inheritances

Ethical Wills: What, Why & How? As opposed to a traditional will that bequeaths assets to loved ones, an ethical will is a personal statement – not a legal document – that sets forth values or shares stories and experiences. Also commonly referred to as legacy letters, ethical wills can be invaluable for surviving loved…

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