10 Reasons to Create an Estate Plan Now

Many people think that estate plans are for someone else, not them. They may rationalize that they are too young or don’t have enough money to reap the tax benefits of a plan. But as the following list makes clear, estate planning is for everyone, regardless of age or net worth. Loss of capacity. What … Read more

Declaration of Homestead – Protect your Home

Did you know that there is an “automatic” homestead of $125,000.00 on your principal residence? Would you take advantage of an inexpensive way to protect the equity or cash value of your home (primary residence) from creditors seeking an attachment, seizure, execution on a judgment, levy and/or sale for unsecured debts totaling as much as … Read more

Having a Plan

Many of my clients are reaching out to me to say how they are more confident than ever in the estate planning we did together. There is a more heightened sense of “do I have my affairs in order, is there anything else I should be doing in case I get sick or worse”. Having … Read more

Case Study: Probate Avoidance

An individual recently came into my office believing everything regarding her estate planning needs was “all set” but wanted me to assure her that she was indeed all set. She was under the false impression that because she had a Last Will & Testament (Will) there would be no need for probate or to open … Read more

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