Latest News
How to Choose the Right Personal Representative for Your Estate
Choosing the right personal representative—also known as the “executor”—is a crucial decision in estate planning when writing your Last Will & Testament. A personal representative manages a person’s assets after they die. The person selected should be trustworthy, organized, and financially literate.
What Is a Small Estate? Simplifying Probate for Families
When a loved one is lost, the family needs to determine if probate administration is necessary to help transfer assets to the heirs.
Should I Title My Financial Accounts Jointly with My Child?
Many parents want a child joint on their financial accounts so the child can help with their financial management if they are incapacitated. As a joint owner, the child can withdraw money from the account, write checks to pay bills or make deposits to the account.
What is One of the Most Pervasive and Significant Estate and Succession Planning Failures You Have Experienced Recently?
One major area that clients often fail to address, which creates major difficulties for family members at death, is planning for and documenting digital assets
What are the Essential Estate Planning Documents Everyone Needs?
When thinking about estate planning, it may seem confusing to determine what documents should be prepared. But the truth is, with the assistance of an elder law attorney it’s quite simple.
The Federal Trade Commission (FTC) Bans Noncompetes for Employees
The FTC’s 2024 rule banning most employee noncompete agreements was blocked by courts, leaving noncompetes enforceable under existing laws for now.





