Due to a high demand for our estate planning services, please note that new clients may experience delayed bookings. We appreciate your understanding.
Apr 16, 2015 | Asset Protection, Estate Planning
Whether you are a physician or not, you probably know that the practice of medicine is a profession fraught with liability. It’s not just medical malpractice claims either – employment related issues, careless business partners and employees, contractual...
Feb 2, 2015 | Estate Planning
Today many estate plans contain irrevocable trusts that will continue for the benefit of a surviving spouse’s lifetime and then for the benefit of the next generation. Since these trusts are designed to span multiple decades, it is crucial to choose the right...
Nov 24, 2014 | Estate Planning
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area of planning that many people overlook is their beneficiary designations. Have You Checked Your Beneficiary...
Oct 24, 2014 | Estate Planning
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area of planning that many people overlook is ensuring that their final wishes remain private, and for many...
Oct 15, 2014 | Estate Planning
With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area that married couples should revisit is their estate tax planning. Do You Still Have ‘AB Trust’...
Oct 6, 2014 | Estate Planning
Leaving your hard-earned assets outright to your children, grandchildren or other beneficiaries after you die will make their inheritance easy prey for creditors, predators, and divorcing spouses. Instead, consider using discretionary trusts for the benefit of each of...