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We would like to wrap up our season of gratitude by saying thank you. A big thank you to our clients for entrusting us with something as important as your estate plan. We are grateful for the opportunity to help you and your families plan for the future and protect what is important to you. We know the considerations that go into your plan can be difficult, and we appreciate you working with us to help make a plan...

Today, we are celebrating 10 years, yes 10 years in business! Just as in the beginning, we are excited to continue helping small businesses and families with their planning and achieving their goals.  We are thankful for all of our clients and friends we have made along the way. We appreciate the ability to give and gain advice throughout our journey.  We look forward to continuing this path and look forward to the next ten years....

Do you own property as joint tenants? Have you considered the planning pitfalls of this way of owning property? Ownership as joint tenants is so pervasive in our society that we don’t look at its downsides. In joint tenancy, each person owns the entire asset, not a part of the asset. This legal fiction of two or more people owning 100 percent of the same asset is derived from the full name given to joint tenancy: joint tenancy with right of...