November 8, 2021 |
It’s My First Estate Planning Meeting; What Do I Bring?
If this is the first time you’ll be sitting down with your estate planning lawyer, there’s no doubt you’ll have some questions about what you ...
Learn MoreIt’s My First Estate Planning Meeting; What Do I Bring?
If this is the first time you’ll be sitting down with your estate planning lawyer, there’s no doubt you’ll have some questions about what you need to think about or bring with you to that initial meeting. 
If your lawyer does not already have a questionnaire prepared for you to fill out in advance of this meeting, you can do your own due diligence by documenting a few key things that are likely to come up during the meeting.
Schedule a meeting with a member of our advisory team
Blogs for Estate Planning
October 29, 2021 |
Can Your Financial Institution Impose Restrictions on Your Accounts and Beneficiary Plans?
Using a financial power of attorney is one way to ensure that there’s someone else to step in and manage your assets if you become ...
Learn MoreOctober 25, 2021 |
Marathons & Markets
Lately, we’ve seen a meaningful uptick in market volatility fueled by economic instability here and abroad. From Chinese real estate woes threatening to disrupt their ...
Learn MoreOctober 19, 2021 |
How to Avoid the Financial Pitfalls of Being a Caregiver
Common Caregiver Pitfalls It takes a special type of heart and selflessness to be a caregiver for a loved one but sometimes the best intentions ...
Learn MoreOctober 18, 2021 |
Neel’s Gift as the ‘Indian’ Cowboy
My parents moved to the US in 1973, I was born in 1975. For some reason, whether it was by omission or intentional – I ...
Learn MoreOctober 14, 2021 |
Should You Create a Trust to Handle Estate Planning for Stocks?
Creating an estate plan requires a holistic view of what you intend to accomplish and will require your consideration and thought. It is usually best ...
Learn MoreOctober 13, 2021 |
Why Should I Hire an Attorney to Help Me with My Will?
Creating your own will is a common interest for many people who have had this on their to-do list for some time and are concerned ...
Learn MoreOctober 7, 2021 |
What Are Tenants in Common?
Tenancy in common is a formal arrangement in which two or more individuals have ownership rights in a property or a piece of land. Each ...
Learn MoreOctober 6, 2021 |
How Will Social Security Benefits Impact Your Retirement?
Social Security benefits are an important form of fixed but recurring income for most retirees. There are many important details that you should consider in ...
Learn MoreOctober 1, 2021 |
Enforcement Against Self-Directed IRA Scams Doubled in 2020
The danger of self-directed IRA scams heightened during the pandemic, as many investors were at home and online but isolated from in-person interaction, NASAA says. ...
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