This is a common planning technique for clients who own rental property. A limited liability company, or an LLC, is …
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How to Help Your Parents Avoid Probate
Many times, clients will come to me when their parents pass away and are surprised that we must go through …
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Why do I need to send a list of my assets to my attorney?
Ok, here is a question that many prospective clients ask when they call our office to schedule a meeting. Before …
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What is a Simple Will?
Have you heard people saying they just want a simple Will? We get that request all the time! However, simple …
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What is Trust Funding?
Lots of people establish a trust as part of their estate plan, but that’s only the first step. Next, you …
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Continuing Client Care Program
We are very passionate about having estate plans that are up-to-date and current with our client’s wishes and goals. As …
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Objection to Getting Your Estate Plan Done – Cost!
One of the things that we know is certain in life is death but so few of us actually plan …
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Objection to Estate Planning – Your Own Mortality
You don’t need an estate plan – said no estate planning attorney ever. Estate plans aren’t about how much money …
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Make the Most Out of Your Time With Your Loved Ones
This spring my study partner from law school passed away from pancreatic cancer. After college, I worked for three years …
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Why Should You Update Your Power of Attorney and Healthcare Proxy Every Year?
About a year ago, my office implemented a Continuing Client Care program (C3 for short). The purpose of this was …
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