Michael Jackson and the Importance of Funding Your Trust

Trust. Will. Estate Plan. These are terms you have likely heard but may not have clarity on what exactly they do or what legal tool you need. This is common. Our clients come to us knowing they want to protect their children, but unsure of what next steps to take.  Let’s look at Michael Jackson…

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Protecting Your Children’s Inheritance From Divorce

We all hope our children will grow up, meet someone special, and that individual will be a part of the family forever. But as we all know, marriages can end and sometimes they end badly. As much as we may want to, we CANNOT spare our children the pain inflicted when a marriage ends. But…

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Digital Assets- We All Have Them, But Are We Protecting Them?

Our lives are increasingly connected to the online world. We share our business ventures, promote opportunities, use social media as a photo album to track special moments in time, and even purchase valuable cryptocurrency online. We call these “Digital Assets.” Our digital assets can be extensive and extremely valuable, but how do we properly handle…

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It’s Time To Talk To Your Parent About Aging

There is one certainty in life that none of us can escape: we will all die someday. The hope is this will occur when we’re old, slipping peacefully away in our sleep, but inevitably, it is guaranteed to happen to each of us. Unfortunately, too many of us pass away without leaving a proper plan…

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The Family Cottage

Ahh, the family cottage. A little slice of heaven on earth providing nothing but rest and relaxation, right? Hopefully! But the truth is a number of issues may be hiding just off the dock. With proper planning though, these issues can be avoided and dealt with without ruining Thanksgiving. Two common issues that require understanding…

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What Exactly IS Probate?

Last Will & Testament Document

Ah, that forever-fretted term, Probate! Does it give you the heebie-jeebies? It really shouldn’t. In short, Probate is the process used to transfer assets of someone who is deceased to their heirs or other designated persons, charities, etc. During your lifetime, you are free to transfer your assets as you choose simply by gifting or…

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Tough Conversations

While sitting across the dining room table from my dad, it struck me how frail he looked. Equally startling was I wasn’t sure when it had happened. Had I been that preoccupied? Sure, my life was busy, but had I been that distracted? I felt overwhelming guilt. I laid in bed that night and realized…

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