I am frequently asked whether estate planning documents, such as wills, trusts, powers of attorney, or advanced healthcare directives, need to be updated.  The short answer is yes!  Estate planning, much like financial planning, tax planning, and retirement planning,...

Although most people are familiar with income taxes, sales taxes, and even ad valorem taxes, the subject of estate taxes, or death taxes, is an area that remains mysterious and confusing.  Let’s pull back the curtain and unveil the truth about estate taxes. The first...

Graduation season is an exciting time for families and students alike, filled with celebrations, adventures, and transitions.  Whether your graduate is headed to higher education, vocational training, travels, or a new career, it is important for your child to know...

If you’ve experienced the loss of a loved one, the holiday season can be a challenging time. As we watch others experience joy, togetherness, and celebration, memories of our loved ones can remind us of loss and even lead to a sense of dread, a desire to isolate...

As we age, many of us neglect to take into account our own long term care needs when meeting with our estate planning attorney and planning our estate. In fact, many existing estate plans do not account for long term care. Often, the focus is solely on the creation of...

If you are facing the unexpected costs of paying for long term care, or if you have a parent or loved one who is relying on you to help them through an unexpected nursing home or long term care need, we are ready to work with you to help you plan for this stage of...