The Blog

Welcome to

It’s important to have certain binding legal documents in place, if you become disabled due to an illness or accident. These aren’t easy things to talk about, but attorneys say every adult needs them.

May 21, 2019

What Are the Five “Must Have” Legal Documents?

legal documents
Read More

Can an irrevocable trust be revoked?

May 19, 2019

Irrevocable Trusts: Can I Revoke It?

Read More

Trusts are one of the most versatile items of the financial planning toolkit. However, they are not just for rich people. With the new higher estate tax exemptions, avoiding or reducing estate tax is not a concern for most of us.

April 30, 2019

Why Is a Revocable Trust So Valuable in Estate Planning?

legal documents
Read More

Credit cards, a car loan, a mortgage—whatever debt you’re carrying around, doesn’t just disappear when you die.

April 27, 2019

Estate Planning: Do My Debts Die with Me?

Read More

Estate planning for a child with special needs can be challenging.

April 23, 2019

Planning for a Special Needs Child

Read More

When you marry in your 20s or 30s, you might not be thinking about getting a prenup, since your assets aren’t large and your life is pretty simple. However, if you’ll be entering a second marriage in your 50s or 60s, a prenup is something you may very well want to get.

April 22, 2019

Why Do I Need a Prenup for my Second Marriage After 50?

Read More

Getting divorced is a complicated process, even for couples without any minor children. This is because it requires dividing up a partnership, so each individual can go his or her own way. While there are many details to iron out in terms of dividing assets, one thing that often gets overlooked, is how your estate plan will be affected.

April 19, 2019

How Do I Make the Right Estate Planning Moves When I Divorce?

Read More

The Last Will and Testament plays an essential role in estate planning and without question everybody should have one.

April 9, 2019

When Do I Need a Revocable Trust?

Read More

For new parents, the need for legacy planning is especially obvious.

April 4, 2019

As a New Parent, Have You Updated (or Created) Your Estate Plan?

Read More

After a period of divorce or widowhood, you, your newly beloved and your respective children are about to become a ‘blended family.’ You and you partner will be creating a new family dynamic, which will hopefully be rewarding, but can be fraught with challenges, if little attention is paid to the consequences of the relationships.

March 27, 2019

How Do I Plan for a Blended Family?

Read More