Special Needs Planning

special needs

Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.

How to Get Started on an Estate Plan

emotion wealth transfer

The Covid-19 pandemic has increased Americans’ awareness of the need to have a will, living trust or other similar end-of-life document prepared.

Do I Need a Living Trust?

living trusts

If you’re putting together an estate plan, you have no doubt heard about the benefits of a living trust.

Protecting the Family Vacation Home with an LLC

vacation home llc

These vacation homes may also comprise a significant portion of the family’s wealth. Therefore, it’s understandable that homeowners want to pass their properties and family traditions to future generations.