Posts by Category: Estate Planning

Don’t Disinherit with a Dollar

There are a lot of myths and misconceptions surrounding estate planning. Many people think that a last will and testament is the only estate planning document you really need. This of course is false. Others assume that you only need to have an estate plan in place if...

Family Foundations

Family Foundations: What, Why, and How Families with significant net worth who have a tradition of philanthropy often consider establishing a charitable foundation as part of their estate plans.   While there are a number of advantages to using family foundations as a...

Small Biz, Big Plans

Some of our favorite clients to work for are small business owners. It is exciting to see their passion for what they are doing, and to play a small role in bringing their vision to life. It is also really relatable. Not a lot of people think about the fact that law...