We have expanded our options for remote consultations and virtual meetings.
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
Making an estate plan is a milestone that many never achieve. So well done if you have made yours. Yet, the initial drafting of a plan is not the end of your preparation for the inevitable. For the plan to stay relevant, you need to keep it up to date. It takes...
A special needs trust is an important component in estate planning for many families with a member who has special needs or a disability. This type of trust is designed to provide financial support to a beneficiary without jeopardizing their eligibility for...
Millions of U.S. adults have not made an estate plan. It is estimated that only a third of the adult population has. While what most people do or do not do will not affect you, in the case of your parents, it will. While you might be worried about talking to them...
As one of your New Year's resolutions, you may have decided to make an estate plan. Drafting an estate plan can be great for you and your family and friends so that there’s no confusion about what to do with your estate after you pass away. However, estate planning...
The start of the new year is a valuable time for reflection and planning, particularly for those supporting loved ones with disabilities. This period offers a unique opportunity to review and adjust both financial and practical strategies to ensure the best possible...
Estate planning is an important part of financial management. However, as you create your plan, you may wonder, "Should you give away assets before you pass away?" This decision can have significant implications for both your financial future and your heirs. Learn...
Although estate planning is a smart move for most adults, many people don't create an estate plan solely for their own protection. Instead, they only consider drafting documents when they worry about other people in their lives. An estate plan allows someone to choose...
When did you last check who you’ve designated to inherit your retirement and investment accounts? If you can’t clearly remember, then it’s probably time to update your beneficiary designations. It’s natural to think that you have plenty of time to make necessary...
Digital estate planning, an often-overlooked aspect of estate management, becomes even more critical when it involves a special needs adult. With the increasing reliance on digital platforms for communication, entertainment and daily living, ensuring that a special...
Setting up a trust to manage your assets on behalf of your loved ones results in a range of benefits. Done right, a trust can ensure that your estate does not go through costly and time-consuming probate, avoid certain taxes and preserve your loved ones’ privacy. One...
