Recent Blog Posts

How to Pass Intellectual Property to Your Heirs

Are you a business owner or person with intellectual property?  Have you considered how to pass intellectual property to your heirs?  When you think of estate planning, what usually comes to mind is the process of transferring your assets and wealth to your family, along with consideration of any tax benefits. A properly drafted and… Continued

The Dangers of Do-It-Yourself or DIY Wills

With everything available at the click of a button, many people think that downloading a Do-It Yourself or DIY will is an effective way to get a will in place.  The biggest mistake many consumers make is to utilize services like LegalZoom or other platforms and think they “have everything covered.”  But, the state you… Continued

Life Care Planning and Special Needs

When considering how best to plan for someone with special needs and/or disabilities, it might be helpful to approach this task as a life care plan.  A life care plan is an ever-evolving assessment of financial security and supportive services, so that the person with special needs is able to live a life of meaning… Continued

LGBTQ Estate Planning: 3 Things You Need Now

A proper estate plan is critical for everyone – no matter their level of wealth or income. At its core, estate planning is not really about the value of assets involved, but the desire to control and ensure that your wishes are honored when you are no longer able to speak for yourself. Do not… Continued

Five Common Estate Planning Mistakes

Estate planning is more complex than most people assume. Making a mistake during estate planning can drastically set you and your loved ones back, making it impossible to retire like you planned, or leaving your adult children with an unclear understanding of your inheritance wishes. These errors can be avoided by working closely with an… Continued

Summer Newsletter 2022

We Are Getting Ready for a Fun Summer! With summer right around the corner, there will be more time to spend with friends and family. I, personally, will be sending my first child, Gavin, off to college this year so it will be a really special summer for my family! To kickoff summer, we've got… Continued

What Women Need To Know About Estate Planning

Estate planning for women is important, whether you are single, married, or living with a partner.  With many more women serving as breadwinners for their household, getting divorced, or living with a long-term partner, it is more important than ever for women to be informed and educated regarding the ins and outs of estate planning.… Continued

Signs That Your Parent Needs a Guardianship

As your parents get older, you may realize that they are more forgetful.  This can manifest itself in subtle ways at first, such as forgetting to close the garage door, repeating stories, or not knowing what day of the week it is.  These memory lapses may intensify over the years, and what begins as “senior… Continued

Protecting Intellectual Property with an Estate Plan

If you are a business owner or have a leadership role in a business, you probably have some form of intellectual property (IP) that you have created, and that IP should be protected.  What happens to this type of intellectual property after you pass?  Will you be able to protect how it is used and… Continued

Do You Have a Family Member With Special Needs? Why You Need a Trust

If you are the parents of a child with special needs, have siblings or other family members with special needs, you may be concerned about how to provide for their long term care and financial security.  Many people write these loved ones into their wills, with the best of intentions, thinking they are acting in… Continued