The legal process of divorce can be overwhelming emotionally, especially as it relates to the financial disruption that occurs with the divorce process. Each divorcing person has an interest in protecting their financial future-not just the near term, but also…
Do you have an IRA or 401(k)? You may want to consider a retirement trust as a part of your estate plan. A majority of Americans have some type of retirement account. A retirement trust allows you to manage those…
Estate planning trusts can be one of the more valuable options available to administer an individual’s financial affairs during a disability or at their death. Clients have often found that a living trust is superior to other methods. Most individuals…
Do you own a home? Have financial assets like stocks or savings accounts? Are concerned about what will happen to your minor children should you pass? Want to ensure your property is distributed in a certain order? If you answered…
The new year brings a renewed focus on opportunities and goals. Changing your real estate, preparing your estate plan, or beginning your dream business may be a few resolutions to add to your list. Our experienced team of professionals can…
The new year brought new laws. One of the most highly publicized, and impactful new laws brought significant changes to the U.S. tax code. If you are an individual seeking divorce, a homeowner or potential home buyer, or a business…
What is a Trust? In estate planning, a trust is a written legal document whereby a relationship is established between the maker of the trust and another individual (trustee) for the ownership, control, and distribution of property for the benefit…
According to a recent survey during the pandemic1 , younger Americans (age 19-34) were more likely to have a Will than their older counterparts (age 35-54) to protect themselves and their loved ones from otherwise uncontrollable risks. Despite estate planning being for everyone, 2 out of…
Divorce can be one of the most stressful life experiences for many obvious reasons. Once the proceeding is completed and a Judgment for Dissolution has been entered ending the legal relationship, take the time to process what just transpired and…