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New Year – New Beginnings and a New Business?

Are you planning to start a new business this year? First, make sure you consider the following important building blocks of a successful business.  Business Plan Before starting your business, you should spend a considerable amount of time creating a business plan. ...

Do you have a Will? What Michael Jackson’s death teaches us…

I am sure you know that Michael Jackson died. And if you are anything like me, you have been following his story on the news. All kinds of reports have been circulated about where he will be buried, who will ...

I’ve Been Named Executor of a Will… What Does That Mean?

When a person creates a Will, they appoint someone they trust as executor. The executor conducts the administration of the deceased person's estate, which includes the following tasks: 1. Caring for all the deceased's property 2. Receiving payments due the estate, including ...

Estate Planning Basics

A basic estate plan should include, at the least, a will and durable powers of attorney for financial matters and healthcare. More advanced planning could include a trust for the continuing care of children or pets. Will - A Will is ...

What Will Happen During My Consultation?

Prior to your consultation, complete the New Client Questionnaire. You should bring any relevant documents to your consultation, such as the following: New Client Questionnaire Will or Trust Documents Names and address of children and spouses, guardians for minor children, and any ...