When diagnosed with dementia, the future may seem uncertain, and preparing for the future can no longer be avoided. If you or someone you love has received a dementia diagnosis, begin immediately to discuss and seek guidance for future care.…
A letter of intent (LOI) can address many issues in both business and in more personal realms. Your LOI is a valuable piece in your estate planning, and although it is an informal letter, it can more fully represent your…
Your last will and testament is a set of legal instructions that communicates your wishes regarding your dependents and how to dispose of your property when you die. If you have people who you love and care for, then creating…
When parents pass away, family members sometimes end up arguing over mom or dad’s favorite items. Arguments can take place over things like a coffee mug, a piece of jewelry or a painting. These types of arguments can be eliminated…
Since the advent of COVID-19, keeping physical distance between us has been crucial to stop this virus. Call or email us to find out how we can help you complete your estate plan without taking a single step outside your…
What is a Will? A will is a legally binding directive stating who will receive your property upon your death and is an important part of a comprehensive estate plan. If you die without one (intestate), the state will distribute…
Sen. Bernie Sanders and Rep. Jimmy Gomez introduced a new bill, “For the 99.5% Act,” into Congress on March 25th, 2021. The bill’s current form is only 18 pages long, but its potential impact on federal estate and gift tax…
When a loved one dies with a will, their will lays out who shall receive their property, and which person (called the executor) will be in charge of settling the estate. For many reasons, beneficiaries can feel slighted by what…