Selecting an Executor for your Estate

June 24th, 2016|Uncategorized|

When you sit down to plan your estate, you’re inevitably confronted with several difficult questions. What are your final wishes [...]

Coordinating Your Assets With Your Estate Plan

June 17th, 2016|Estate Planning|

An often overlooked step in estate planning is coordinating your assets with your legal documents. Many people believe their Will [...]

Choosing Successor Trustees

June 10th, 2016|Estate Planning|

In our practice of estate planning, clients typically fall within two solution areas, dictated by the complexity and value of [...]

Business Planning Tools: The Buy-Sell Agreement

June 3rd, 2016|Business, Estate Planning|

Part of effective estate planning is having your business planning aligned to your future goals for your family. Business owners [...]