A boutique estate planning firm with a commitment to innovative and sophisticated legal solutions.
When you’re doing your estate planning, it’s easy to assume that the estate plan is going to govern everything that happens when you pass away. For instance, you can use your will to decide which assets are going to go to which beneficiaries. Your estate plan gives...
Holding financial resources in accounts is beneficial for someone who is accumulating wealth. They have deposit protection provided by the federal government so long as they bank with an insured financial institution. They are at lower risk of a robbery that...
Many people work hard to build up their wealth and they want their money and investments to go to the right people after they pass away. This wealth could be used for generations in good hands. If a beneficiary misuses their inheritance, however, all that work goes...
If have been conscientious about saving for retirement through your employers’ 401(k) plans, you likely moved that money into rollover individual retirement accounts (IRAs) when you left those employers. Alternatively (or in addition to this), you may have established...
If you want to fund your child’s (or grandchild’s) education and reduce the size of your taxable estate for the future, a 529 college savings plan could offer you a lot of advantages. Contributions to a 529 plan are typically considered a gift, meaning they are no...
When you have worked hard and built considerable wealth, you want to do all you can to protect your money for the next generation. Like many, you may believe a sound financial plan is all you need to safeguard your assets. It is true that financial planning plays a...
The property that someone acquires throughout their life will be the product of their hard work or their close relationships. They will typically expect to retain control over those resources until they die. Even then, an individual can control what happens to their...
You’ve worked hard for several years and the main motivation has been providing for your family. You know that you’ll no longer be around one day and you want your loved ones to have security. Your children are set to receive a substantial inheritance which should...
As an independent person, you’re used to taking care of your own finances. This is generally the case for most people. Unfortunately, however, life can be unpredictable. For instance, people can fall seriously ill and become incapacitated, even at a young age. For...
Becoming a parent is a significant and exciting life milestone. As a parent, you have a legal and moral obligation to care and provide for your child until they can be on their own. But life is full of uncertainties and, sometimes, you may be unable to fulfill these...