Estate attorneys will assist you in developing a strategy designed to minimize tax liabilities, maximize inheritances and ensure your assets are distributed according to your wishes. They can also help structure your estate to simplify administration and avoid unnecessary court involvement. When choosing an estate attorney, look for someone who specializes in estate law. […]
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Spring Summit 2026: Laissez Les Bons Temps Rouler
The best Estate Planners stay current on the latest trends. The American Academy of Estate Planning held its semi-annual conference providing education and learning for and inspiring excellence in its Members.
Ask the Attorney: What’s the biggest benefit clients share after creating their Estate Plan?
Relief. Our clients usually, when they’re done, have a very serene feeling, peace of mind, and just a real pride in finishing their plan, creating it for their family, and supporting their family. That’s what I see the most once this plan is created and they’re done. So thank you for listening and subscribe […]
What You Owe Yourself
Stepping into retirement is not only about finances but also about redefining your identity. After years of work, it is natural to imagine long, relaxing days without a set schedule. While this vision can feel appealing, it sometimes leads to a lack of preparation. Retirement can last three or more decades, and without thoughtful […]
What Happens to My Retirement Accounts When I Die?
Retirement accounts are often the largest financial asset a person owns outside of their home. But they come with a set of inheritance rules that most people don’t fully understand until a family member dies and the paperwork begins. The rules governing what happens to an IRA or 401(k) after your death are specific, consequential, […]
Exploring Long-Term Care Insurance Options Before You Need To
An estimated 70% of people over the age of 65 require some long-term care during their lives. How can you prepare if you’re one of them? To begin, it’s important to understand what long-term care insurance can and cannot provide. Long-term care insurance provides those with chronic illnesses or disabilities with ongoing care over […]
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