As an estate planning attorney, your mission is to maximize the assets your clients pass on to their heirs. For example, you may take steps to minimize the impact of taxes, health care costs, and investment fees. These could chip away at your clients’ wealth. With you and your clients in mind, we have identified...

Even experienced advisors can overlook details when carrying out estate planning directives on behalf of their clients. When a will is worded properly, the right people are taken care of. When it’s not, they can be left out in the cold. Accountants, attorneys and financial professionals see the same lapses time and again. Before we...

As an estate planning attorney, clients trust you to manage their precious assets. Though it seems like a straightforward process, you may encounter issues along the way. For instance, parties with a potential interest in your client’s assets may surface at some point. Disgruntled heirs and disinherited family members are two examples. Because we know...