Estate Planning: Your Family, Your Wealth, Your Legacy.

Archive for September, 2011

With the gift and estate tax exemptions currently at $5 million ($10 million for married couples), you might think that estate valuations are less important. But even if you believe that your estate’s value is under the exemption amount, there are several good reasons to determine the value of your assets. First, you may be […]

10 Tips for Choosing a Guardian

by Antoinette Bone on Posted on Our Blog

The selection of a guardian can have a profound impact on a child, so it’s important to choose carefully. If a person is hesitant to name a guardian for his or her children, a court will name one. Thus, it’s one of the most important estate planning decisions a person can make. Take inventory. Make […]

We realize our clients’ estate plans are not just about financial matters, but also about our clients’ life objectives for themselves and their families. We understand that estate plans are living documents that include naming the right guardians for children, health care directives, avoiding probate, protecting material and intellectual assets, establishing protective trusts for loved […]