With the onset of the Corona virus, we are having more and more people contact our firm saying “I need to get a Will.” When facing a health threat, whether personal or widespread like this virus, getting our affairs in order is important. In order to get your Last...
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Planning. Preparation. And Acting With Purposeful Intent.
Month: March 2020
What Corona Virus teaches us about being prepared.
Over the last several weeks, everyone has been impacted by the Corona virus (also called COVID-19). Most people have been in some degree of social distancing or isolation. Businesses have slowed or closed altogether. Healthcare providers are doing the best they can...
What does Estate Planning do for you?
The term “Estate Planning” is used to describe the process of evaluating and planning for your needs and desires in the event of your (or if applicable, your spouse’s) death, disability, illness or incapacity. Estate planning seeks to take steps to protect those needs...
3 ways to leave stocks to your heirs
An effective way of transferring wealth to family members through an estate plan is by leaving those family members stocks. Though restricted shares and stock options might be severely limited when it comes to transferability, you can award an heir with most stocks....
Duties of a Trustee After Death of the Grantor
A Trustee is a fiduciary who is held to a high standard when it comes to administering a Trust. In particular, a Trustee has a duty to act in good faith and in accordance with the terms and purposes of the Trust and of the interests of the beneficiaries. A Trustee...
