PLEASE NOTE: To protect your safety in response to the threats of COVID-19, we are offering our clients the ability to meet with us via telephone or through video conferencing. We are also doing both office visits and in home meetings as requested. For in person meetings, we will be observing recommended protocols to ensure your safety and that of our staff. For further assistance, please call our office.

What to consider when making a will

For some, writing a will can be a daunting yet necessary task and can lead to several unanswered questions. A person might be unfamiliar with where to begin and also, what to include in the will and how the process will evolve over time. All of these are important...

Minimize death taxes with trusts

Estate taxes, sometimes called death taxes, are taxes taken from the transfer of an estate upon a person’s death. Often expensive, these taxes can take around 50% of the value of an estate, after a certain threshold. With payment due nine months after an individual’s...

Archives