Most parents have carefully considered what values they want to instill upon their children, but you may not realize that establishing a trust can allow you to essentially parent from beyond the grave.

As summer approaches and open waters beckon, it is important to consider a unique aspect of estate planning that can often be overlooked—your boats and watercraft.

Considering the ongoing issues faced by First Republic Bank, we would like to provide further clarity, specifically with respect to coverage limits for revocable trust accounts.

When people begin getting their affairs in order through the creation of an estate plan, they often face a delicate balancing act.

It is important for women to take care of themselves through financial and estate planning designed to provide for their own future needs.

In light of recent events surrounding the collapse of Silicon Valley Bank (“SVB”) and Signature Bank (“Signature”), we would like to provide you with a reminder that Federal Deposit Insurance Company (“FDIC”) deposit insurance coverage is generally higher for trust accounts than standard bank accounts.

You may associate the month of December with giving holiday gifts, but it is also a great time for you to think about the valuable estate planning opportunity presented by year-end gift giving.

One of the dirtiest tricks that can be played on an unsuspecting family member may be lurking in the shadows: The way you own your property does not match your estate plan.

Getting a traffic ticket is never fun, but usually the irritation of it is relatively short-lived if it is taken care of promptly.

Try your hand at this estate planning pop quiz to see if your knowledge of estate planning makes the grade and if it is time for us to schedule a meeting.

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