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Planning. Preparation. And Acting With Purposeful Intent.

Month: April 2020

Avoid these four estate planning mistakes

You look to your estate plan as a means of protecting your assets and giving you a sense of control over the fate of your property after death. Wills and trusts are meant to give us peace of mind. But without a careful approach in establishing and updating your plans,...

Out-of-Date Estate Documents

In our estate planning practice, we often have clients come in who set up their estate planning documents many years—or even decades—ago. Whether it is a Last Will and Testament, a Trust, a Living Will, a Healthcare Power of Attorney, or a Durable Power of Attorney,...

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