Archive for 'Firm News' Category
Mar 27, 2024

Many people focus on passing down assets in their estate plan, but that’s not the only thing a comprehensive estate plan does. It should also outline your preferences for your end-of-life care and care in the event that you’re incapacitated due to illness or injury more broadly. When you’re getting the plans sorted out, you […]

Feb 26, 2024

Trusts are legal arrangements wherein assets are held and managed by a trustee on behalf of the trust’s beneficiaries. These allow for customization in the way assets are handled and may be included as part of a comprehensive estate plan. Trusts can be tailored to meet specific family needs, tax planning goals and philanthropic desires. […]