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Please contact our office to discuss what meeting option best fits your situation.
Virtual Appointments
Principled Advocacy For Families And Individuals With Disabilities And The Professionals Who Serve Them
People who fund special needs trusts typically want to provide a beneficiary who cannot live independently with long-term support. Parents, for example, might fund trusts to ensure that their children with special needs have supplemental resources or access to the...
No one likes to think about a time when they might be seriously ill or injured. It’s a rather uncomfortable subject. However, life happens, and a serious health crisis can leave your loved ones struggling to make critical decisions on your behalf. Imagine your spouse...
When friends and family have casual discussions about wills, they often think about a last will and testament. Although this estate planning tool helps honor your asset distribution’s directives and your final wishes, there is another type of will that you can use...
After deciding who is best suited to serve as your executor, you need to officially ask them to accept the appointment. It’s vital to know the concerns they might have after you bring up the role. This allows you to come to the meeting prepared with answers. So, what...
When you set up a trust, you can determine how a beneficiary is allowed to use their inheritance. Many people create trusts for a specific purpose. For example, perhaps you want to ensure that a beneficiary finishes college, so you use an incentive trust. You leave...
You’ve worked your whole life to build something meaningful to benefit the people you care about most when you’re gone. However, you’re not sure whether your heirs are ready to handle that responsibility. Maybe they struggle with money management, have addiction...
You may create a will or trust with the best intentions, only to forget to update it after opening a new bank account, purchasing property or receiving an inheritance. This can lead to uncertainty and even conflict among your loved ones when it comes to distributing...
For many adults, thinking about creating an estate plan is something that seems uncomfortable. Once the plan is done, there comes another step that they might not have prepared for—talking to their loved ones about their estate plan. Having a discussion with your...
You’ve probably heard about trusts as a way to protect your assets and plan for the future. An irrevocable trust could make that happen, but it’s not a one-size-fits-all solution. Think of an irrevocable trust as a locked safe. You put your assets inside, set the...
Estate planning is a crucial part of preparing for the future, yet many people do not realize that they may need to make updates to their plan. As life evolves, so do our circumstances and priorities, making it essential to ensure your estate plan reflects your...
