Category: Estate Planning

The “Corporate Transparency Act” is a new statute enforced by the Department of Treasury, specifically the Financial Crimes Unit (often abbreviated as “FinCEN”). This newly developed law has gained a lot of attention, due to the widespread applicability to so many individuals and businesses. Despite the hype, there is still

Marital agreements, often called “prenups”, can be tricky to navigate. Love is in the air, but that doesn’t mean you have to leave discussions regarding your marriage up in the air, also. Often clients will contact our firm with questions about marital agreements. Below are some tidbits for thoughtful consideration!

A Last Will and Testament seems to be on most people’s radar, especially individuals with young children, individuals who have lost a loved one, or just individuals who consider themselves to be “Type A” planners. But what about an ethical will? What is an ethical will and why might you

Let me get it out of the way…the elephant in the room after such a polarizing title. Estate planning is for everyone. Period. Regardless of your age, your marital status, your perceived wealth, or your family size, everyone benefits from preparing for the unexpected, covering essentials, ensuring a lifestyle, and

No one wants to think about the end of life. It’s a difficult, grief-stricken conversation that can be made tougher by uncertainty. This is why one of the most important ways we can show our loved ones how much we care about them is by making plans ahead of time.

Many of us consider our pets to be a part of our families, but what many may not realize is that we can plan for our beloved animals in our estate planning documents. Have you thought about who you would want to care for your pets in the event of