When I decided to return to practicing estate law, I wasn’t interested in producing cookie-cutter estate plans. It was time for a fresh perspective and a more well-rounded view of what estate planning can and should be. I wanted more than a transactional relationship with my clients. I wanted the process of estate planning to
When most people think about estate planning, their minds jump to money and other assets. After all, estate plans were traditionally a way to transfer wealth to the next generation. In 2023, we know that they can – and should – be so much more. An estate plan should be about what matters most
Sitting down with an estate planner to develop an estate plan is a smart first step. But signing your documents is not the end of the process. In order to ensure your wishes and desires are protected, you need to have some frank conversations with your fiduciaries.
Sitting down with an estate planner to develop an estate plan is a smart first step. But signing your documents is not the end of the process. In order to ensure your wishes and desires are protected, you need to have some frank conversations with your fiduciaries.
Sitting down with an estate planner to develop an estate plan is a smart first step. But signing your documents is not the end of the process. In order to ensure your wishes and desires are protected, you need to have some frank conversations with your fiduciaries.
Sitting down with an estate planner to develop an estate plan is a smart first step. But signing your documents is not the end of the process. In order to ensure your wishes and desires are protected, you need to have some frank conversations with your fiduciaries.