Consultation Request – Thank You2023-10-29T17:40:00-04:00

Things to Remember at Tax Time

Tax day, which is April 18th in 2017, is approaching and it is time to begin crossing T's and dotting I's in preparation for paying taxes. As tax time draws near, you want to make sure you file all the [...]

Who Should Be Your Successor Trustee?

If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually someone will need to step in for you when you are no longer able to [...]

How to Choose a Trustee

If you create an irrevocable trust, you will need a separate person or institution, called a trustee, to manage the trust either now or in the future. Choosing the right trustee is crucial to making sure your wishes are carried out. [...]

Do It Now: Name a Guardian for Your Minor Child(ren)

We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too horrific to consider. But you must. If you don’t, a stranger will determine who raises your children if [...]

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