What Happens When My Child (Over 18) Passes Without a Will?

We can’t predict when it is our time to go, but one thing is certain: death and taxes persist even after we’re gone. More than half of Americans lack a will, often due to the belief that their assets aren’t significant and they won’t die Read More …

Five Ways You Can Be Sued if You Do Not Protect Your Assets

In today’s unpredictable world, protecting your hard-earned assets is essential. Failure to protect your assets adequately can put you in a vulnerable position subject to potential lawsuits that may jeopardize your financial stability. As an individual or a business owner, it is crucial to learn Read More …

A Step-by-Step Guide to Navigating Estate Planning as a Small Business

As a small business owner, you have invested countless hours and exhibited unwavering dedication in meeting and exceeding your goals. It is no secret that creating and managing a small business is an extremely difficult and impressive feat deserving immense admiration. You have overcome many Read More …

Ancillary Probate: What Is It And How Do I Avoid It?

Upon the death of a person without an estate plan or only a last will and testament as a testamentary document, their estate must go through the probate process or their will must be submitted to the Surrogate’s Court located in the county of their Read More …

Planning Your Estate After A Terminal Diagnosis

Receiving a terminal diagnosis is a devastating health outcome for a patient and their loved ones, and while it most certainly will cause dread and despair, it is important to realize that the terminally diagnosed person and their family must take certain steps to ensure Read More …

Navigating the Complex Terrain of Second Marriages: How QTIP Trusts Secure Your Legacy and Family Harmony

Stepping into a second marriage brings with it a unique blend of hope, happiness, and, inevitably, complexity. Amidst the joy of newfound love, there often lay a multitude of intricacies encompassing not just the relationship of the newlyweds, but the futures of their children. In Read More …

Assuring Your Family’s Financial Security in a COVID & Post COVID World through Estate Planning

How long will we be living with COVID-19? While this question might seem to apply only to the health-related aspects of the COVID-19 pandemic, it is important to note that it has also fundamentally challenged our financial lives as Americans. The decrease in consumption and Read More …

Estate Planning for Restaurant Owners

The food service industry is a fast-paced, unpredictable, and wholly chaotic environment. As a restaurant owner, you have countless responsibilities and moving factors to keep track of. Your life is anything but calm, and sitting down to create an estate plan is likely the last Read More …

Five Asset Protection Tips Before You Get Married

While an engagement is filled with the joy of new beginnings, the excitement of wedding plans and dreams of exotic honeymoons, it’s crucial to consider the importance of protecting your assets. While it may not seem like the most opportune time to discuss the topic, Read More …

How to Create an Estate Plan With Property in Multiple States

Have you been thinking about purchasing that tropical paradise vacation home you’ve been dreaming of in Florida? Or the charming countryside farmhouse with a picturesque landscape in Pennsylvania? Or how about a rustic ski cabin with a crackling fireplace in the mountains of Colorado? Over Read More …