• Estate Planning During the Coronavirus

      As the coronavirus (COVID-19) crisis continues to unfold and impact more aspects of our day-to-day lives, many of our clients have been reaching out to our law firm to get advice regarding how to ...

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    • How to Avoid IRS Gift Taxes

      The Internal Revenue Service (IRS) watches the transfer of wealth carefully, and certain gifts can trigger gift taxes. Nevertheless, there are 3 easy ways you can avoid IRS gift taxes: Understanding ...

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    • How to Protect Your Estate for Future Generations

      There is an old quote, attributed to Andrew Carnegie, that says, “. . . shirtsleeves to shirtsleeves in three generations.” It sounds a bit cryptic today, but essentially, it means that anything you ...

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    • Why Unmarried Partners Should Care about Estate Planning

      According to a 2019 survey conducted by the Pew Research Center , 7% of surveyed adults lived with an unmarried partner, up from 3% in 1995. More people are entering long-term committed relationships ...

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    • How to Avoid IRS Gift Taxes

      The Internal Revenue Service (IRS) watches the transfer of wealth carefully, and certain gifts can trigger gift taxes. Nevertheless, there are 3 easy ways you can avoid IRS gift taxes: Understanding ...

      Read More
    • HIPAA: An Overview for Young Adults

      The Federal Health Insurance Portability and Accountability Act of 1996 (HIPAA) was enacted to provide guidelines to the healthcare industry for protecting patient information and privacy. For minors, ...

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    • Financial Powers of Attorney

      The wealth, property, and investments we accrue over a lifetime are often significant. While you have carefully managed your finances through the years, there may eventually come a time when you ...

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    • Why the Probate Process Takes Forever

      After you pass away, your assets and property will be distributed to the beneficiaries named in your will or the state’s default distribution scheme. Following the death of a loved one, most people ...

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    • 3 Tips for Avoiding the Expensive Cost of Probate

      When a person’s estate passes through probate after their death, it can be subject to a number of different expenses, such as fees for attorneys, executors, appraisers, and accountants. Depending on ...

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    • How Should You Own Your Real Estate?

      Does your real estate portfolio include properties in addition to your primary residence? If so, the type of ownership you have over your real estate can vary depending upon several key factors. Let’s ...

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    • How to Avoid IRS Gift Taxes

      The Internal Revenue Service (IRS) watches the transfer of wealth carefully, and certain gifts can trigger gift taxes. Nevertheless, there are 3 easy ways you can avoid IRS gift taxes: Understanding ...

      Read More
    • How to Protect Your Estate for Future Generations

      There is an old quote, attributed to Andrew Carnegie, that says, “. . . shirtsleeves to shirtsleeves in three generations.” It sounds a bit cryptic today, but essentially, it means that anything you ...

      Read More
    • 6 Fears Experienced During Trust Funding

      According to research on generational wealth and asset management, one of the most significant risks to financial security for future heirs is a lack of preparation and communication about their ...

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    • Wills vs. Trusts: A Quick & Simple Reference Guide

      Confused about the differences between a will and a trust? If so, you are not alone. While it is always wise to contact experts like us, it is also important to understand the basics. We’ve prepared ...

      Read More
    • Wills vs. Trusts: A Quick & Simple Reference Guide

      Confused about the differences between a will and a trust? If so, you are not alone. While it is always wise to contact experts like us, it is also important to understand the basics. We’ve prepared ...

      Read More