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Hand Signing on a Paper

Your estate plan, like your home, periodically needs a thorough polishing. Your life circumstances are constantly changing, and an estate plan that perfectly met your needs a couple of years ago may now be cluttered with outdated provisions or documents. With spring fast approaching, now is the time to dust off your estate plan to ensure that it will still ...

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Elderly Couple and a Woman Talking to One ANother

Hoarding is more than just being a bit messy (or buying a six-month supply of toilet paper): It is actually a mental disorder causing some people to have difficulty discarding items, regardless of their value, and to experience severe distress even at the thought of it. If you have been named as the personal representative of a relative’s estate and ...

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Last Will and Testament

In light of the current pandemic, many Americans are becoming aware of the importance of creating or updating their estate planning documents. With the extension of some states’ stay in place orders, it may be tempting to create your own documents all on your own. Whether you are considering writing your own will or using an online “do it yourself” ...

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A parent holding hands with a child

There are many reasons why you may want to give to a charity: You may give because you believe strongly in a cause or organization, but it can also reduce your yearly income tax bill and remove value from your overall estate. If you are considering making a donation, but are unsure of how to proceed, we are here to ...

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Married Couple Signing a Document

Having an updated last will and testament is more important than ever, especially now. However, a will that is poorly created or not frequently updated can be vulnerable to contestation. What is contestation? It is the formal objection to a will’s (or trust’s) validity because it either: a) doesn’t reflect the wishes of the person who created the will, or ...

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Man Reviewing a Document

If you are considering making a donation to a public charity, you are not limited to donating cash. Depending upon your financial situation, giving objectives, and the needs of the charitable organization, certain accounts or pieces of property may be better suited for donation to the charity.

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Last Will and Testament

The United States has experienced a surge in immigration since 1970, and there are now approximately 45 million foreign-born people living in the United States. Some of them have become U.S. citizens, but many non-citizens live in the United States as well. In 2019 alone, approximately 1,031,000 foreign nationals obtained lawful permanent resident status. It is not only permissible, but ...

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Married Couple Signing a Document

If you are a restaurant owner, like most other small business owners, you have many demands on your time. Nevertheless, it is very important for you to set aside some time to create an estate and business succession plan: If you become ill or suddenly pass away, who will run the business in your stead?

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