Family assets (such as stocks, bonds, farms, ranches, rental property, CDs and family businesses), can be managed under the protective umbrella of a Wyoming Close
We are often asked the question “What is the best way to gift to my beneficiaries during my life?” Easy Answer: Legacy Trusts. A Legacy
Imagine your life has ended and you’re looking down from your cloud at your loved ones. Everything you’re looking at tells you your estate plan
“When it comes to a will or estate plan, don’t just set it and forget it. You need to keep them updated,” says CNBC article,
A serious illness can happen at any age, but just 18% of those 55 and older have a living will, power of attorney for health care and a last will and testament, according to a 2019 study by Merrill Lynch Wealth Management. AZ Central’s recent article entitled “What to know about wills and health care…
Few retirees have all of these documents that are crucial to their golden years — especially during a pandemic.
Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.
Every estate plan should have a power of attorney, in which you give one or more people authority to act as agents on your behalf when you aren’t able to.
When making a will and testament, it’s important to follow the rules in your state to ensure the will is valid. One of those rules centers on the requirements for witnesses.
Usually when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be tasked with carrying out a loved one’s final wishes.
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Our team of attorneys and staff are committed to provide legal services in a manner that delivers the Ultimate Client Experience in Estate Planning, Estate Settlement & Probate, Asset Protection, and Litigation.
Our Mission is “To collaborate with clients and advisors to provide the Ultimate Client Experience in Estate Planning, Estate Settlement & Probate, Asset Protection, Litigation, and Real Estate.”
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