Our office is open and accepting new clients. In the interest of your safety and ours regarding COVID-19, we have implemented new policies. We have expanded our options for remote consultations including full phone or video conference consultations. We also conduct business via regular mail and email as much as we can. When in-office meetings are necessary and scheduled, we are putting forth our best efforts to protect you and our office staff. During any in-office visit, we ask you to sanitize your hands, wear a mask or face covering, and contact us to reschedule your meeting if you are not feeling well. Thank you for your continued support.

3 ways people handle naming a trustee

Choosing the right trustee can be as important as choosing to create a trust in the first place. Without the right person administering the trust, all of your careful planning could go to waste.  Some people are quick to name a specific individual of the person they...

2 primary types of trusts to know

The transfer of assets to your loved ones after you pass away can be a challenging undertaking if you don’t take the steps now to make it easier. One of the things that you can do is to establish trusts that enable your loved ones to inherit what you intend for them...

Why use a special needs trust? 

As you’re doing your estate planning research, you run across the idea of a special needs trust, or an SNT. Since you have an heir with special needs, this idea instantly stands out to you, but you want to make sure you understand exactly what advantages it may give...

Getting control with the revocable trust

A revocable trust, some like to say, is the savvy person’s alternative to a will. Like a will, you can change it as often as you like, adding or removing beneficiaries or assets at any time. By funding a revocable trust, you set assets for a quick-release when you...