Blog

Losing a loved one is one of the most difficult experiences anyone can go through. During this time of mourning, it can be challenging to know what steps to take next. To help guide you through this difficult process, here are some important things to do when a loved one passes away.

Are you prepared for the unexpected turns that life may take? Estate planning isn’t just about drafting wills and trusts; it’s about ensuring that your wishes are honored and your assets protected, even when you’re unable to make decisions for yourself. One crucial component of any comprehensive estate plan is

Now is a great time to start the estate planning process. Begin by attending one of Julie Low’s complimentary workshops, Fact or Fiction: Estate Planning Demystified! Our next workshop dates can be found here.

Your personal estate encompasses all of your life assets, including cash assets, real estate, personal property (automobiles, jewelry, art, furniture, etc.), as well as items of sentimental value. In the past, estate planning traditionally focused on how best to align the distribution of one’s accumulated lifetime assets with one’s values and

Most people think if you have a Last Will & Testament and/or a Trust, then your estate plan is complete. Come to our Essential Legal Documents Workshop on Thursday, September 12 at 6:30 p.m. and learn why your estate plan is not complete without Power of Attorney, Healthcare Proxy, HIPAA

My firm’s membership in WealthCounsel® and ElderCounsel® was one of the best decisions I made when I started my law practice in 2010. Yes, it was a huge financial investment and even a little scary because I didn’t even have a single client lined up, but one I felt was necessary to provide