Getting Off to the Right Start the Second (or Third) Time Around
With the number of late marriages on the rise among Americans, it is best to address financial, legal & blended family issues before walking down the aisle.
Mar 16, 2018
Family Estate Planning Law Group
Strong Trust Planning is Important When One Spouse is Not a U.S. Citizen
With many tech companies, universities and businesses, many states have become home to resident aliens who contribute to their state’s growth.
Jun 28, 2017
Family Estate Planning Law Group
Worried About Your Children’s Marital Choices? Protect Their Inheritance with Trusts.
You can’t choose your children’s spouses, but if you are concerned about having your legacy end up in the bank account of an ex, use a trust.
Jun 26, 2017
Family Estate Planning Law Group
Estate Planning Considerations for Blended Families
More common than they once were, blended families need to take special care with estate planning. More on our blog and contact us for help.
Jun 19, 2017
Family Estate Planning Law Group
Remarriage Reminders Are Important
On Wall Street published an article on the impact of remarriage on estate plans in “Estate planning mishaps: How even the family bible is at stake.”
Jun 12, 2017
Family Estate Planning Law Group
What Couples Think They Know About Family Finances
How can you plan for the future when you don’t know much about the present? Simple answer: you can’t. Learn more on our blog.
Jun 12, 2017
Family Estate Planning Law Group
Advisors Education Series
Welcome to the homepage of our Advisors Education Series! We offer a series of workshops and webinars to professional advisors as part of our commitment to education in the estate planning realm. To view the calendar of a specific educational event type or to register, please follow the links below.
Your life, your legacy – let’s plan it together
Whether you’re just starting to think about your legacy or need to adjust an existing plan, our dedicated team is ready to help. Through personalized guidance and lifelong support, we ensure your estate plan evolves with you—protecting your values, your assets, and your loved ones.
