Our clients often ask us where to keep their important documents, such as estate planning documents (wills, trusts, and powers of appointment), insurance policies, contracts, and other important financial documents. The answer to this question often depends on how quickly you need to gain access to such documents. For instance, without the requisite power [...]
Protect assets and preserve your legacy. When was the last time you asked yourself - “what would happen if I die or become incapacitated”? Have you asked yourself - “will my children be protected or will my family be able to easily take over my financial affairs?” “Will my ex-husband or wife be awarded [...]
Same sex couples often face unique challenges when it comes to an estate planning. Since the states’ intestacy laws have been historically focused on traditional families, same-sex couples may face challenges if one of them passes without an estate plan. Since the United States Supreme Court’s decision to legalize same-sex marriages in June 2015, [...]
