Estate Planning & Probate Blog

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…

It’s Never Too Early For An Estate Plan

Spring is in the air and that means the season of weddings has begun. Marriage is such an exciting life event and an extensive amount of planning goes into the big day. But are couples – and their parents – ensuring that…

Preparing for Adulthood

When a child turns 18 there are some hidden consequences that many parents are unaware of.

Estate Planning for the Blended Family

One thing often overlooked when parents remarry is the importance of updating or creating their estate plans.

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

Parents need to make sure they consider all of the issues and potential conflicts that could arise from transferring the cabin.

What is a Revocable Trust?

At its most basic level, a Revocable Trust is an agreement that directs the management of the assets owned by the trust during lifetime, in the event of disability, and upon death. During lifetime, the trust creator (we will…

What is an 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,…

Living in a Digital World

Digital Assets Need To Be Part of Your Estate Planning

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…

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