A Millennial Perspective on Estate Planning

There’s no doubt that rapid advances in technology, social and political tensions, and the shift in trends of social media and digital workforces through the pandemic have not only changed the way we work and live through a production lens but have also shined a light on the beginnings of a massive shift of generations…

By: Jade Klemmensen  Date: April 28, 2023

Actively Addressing Life’s Major Events

Life is full of significant events. Estate planning can provide peace of mind and help your family through a number of important milestones. Birth of a child As we’ve often observed, most people tend to think of estate planning as only something the elderly need to think abou

February 23, 2023

Estate Planning for Snowbirds Who Have Homes in Multiple States

Tom Dove and Nancy Turtle married, made their home in Minnesota and raised children. As time went on, they grew tired of the long winters and began to dream of warmer climates. After their children graduated from college, Tom and Nancy purchased a condo in Arizona. Thus, the Doves became snowbirds.

By: Patrick Boley LL.M.  Date: January 26, 2023

Charitable Giving Considerations

As we approach the end of the year, we give thanks for our blessings and consider again how to make a positive difference.  Give to the Max Day is on Thursday, November 17th, and Giving Tuesday arrives on November 29th

By: Patrick Boley LL.M.  Date: November 15, 2022

The Family Cabin – Will it be a Haven or a Nightmare?

Family cabins spark many different emotions. For some, it is heaven on earth—a place where the family comes together and incredible memories are made. For others, it is a source of contention. They view it as an additional expense that requires more work than it is wort

September 28, 2022

Are You Ready to Pass on Your Business?

You have spent years creating a company. You have put in sweat, money, time and energy into building a legacy for your family and community. But now it’s time to hand over the reins. Are you ready? The Baby Boomer generation is in the process of retirin

August 24, 2022

Estate Planning “Living Documents”

When people think of estate planning, they tend to think of Wills and Trusts. However, there are certain documents that everyone should have in place, regardless of estate size. They are: Power of Attorney – These are for financial transactions during lifetim

August 17, 2022

Do you know the difference between a Irrevocable Trust and a Revocable Trust?

Irrevocable Trust An irrevocable trust is a separate legal entity, with its own tax identification number, set up by the trust creator (Settlor) to hold assets. Once assets are transferred to an Irrevocable trust, they cannot be taken back, and the terms of the Irrevocable trust generally cannot be changed after the document is signed….

By: Patrick Boley LL.M.  Date: August 17, 2022

Clearing Up Common Estate Planning Misconceptions

Television, movies, books, friends, family, the news media, and the internet are all full of information regarding Estate Planning. However, each person’s planning situation is unique, so reliance on a one–size-fits-all approach can lead to unintended results.With this in mind, we present the following list misconceptions people often have about estate planning

August 17, 2022