Wills & Trusts

I have a son with autism. He’s in his 20s and he’s very capable. But as a young child, we had no clue what his level of capability was going to be, and that’s where parents are [...]

While many may see their trust as a "set it and forget it" proposition, this isn't the case. Trusts should be updated on a regular basis.

You have a will, which can be enough for certain issues, such as providing for minor children or deciding where and how your assets will be disposed of at death. But a will is not necessarily [...]

We are pleased when we can help a young family develop an estate plan that fits their needs and honors their wishes. Many couples have good intentions to plan for the unexpected…then the busyness [...]

Your trust is designed to protect your family and ensure that your financial goals are achieved when you pass away. But those goals can only be achieved if your trust is continually updated to [...]

Administrative Trust involves forms, taxes, accounting & low level details. A professional Administrative Trustee unburdens your family.

Removing and replacing a trustee might seem like no big deal, but it can be serious because of the wide-ranging effects on the trust. Sometimes, for example, the person removing and replacing [...]

There are many factors that bear on the choice of trustee. The purpose of the trust; its duration; the ages, health, and circumstances of the beneficiaries; and the types of assets to be [...]