Estate Planning

Many people struggle with this question, and there is no one-size-fits-all answer. Each family dynamic is unique, and feelings about privacy and disclosure vary from person to person.

As life becomes increasingly digitized, it is more important than ever to consider digital assets when planning your estate and drafting your estate planning documents

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.

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

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.

Many small business owners are great at building and growing a business. As we age, it becomes increasingly important to prepare for retirement and the transition of the business to other partners or family members. Small businesses must be prepared for retirements or the sudden death or illness of leadership.