This is an entry from the firm’s news archive. It is kept as it was written, and it describes an event that has already happened. For current guidance, start with our articles or a Right Fit Call.
Estate planning has been evolving since the concept began and is now a much more complex tool than ever before. Learn about the different things that an estate plan can do, and the importance of designing a plan that is uniquely tailored to fit your own goals and needs. Join us for a presentation on estate planning to learn more. This presentation is for anyone interested in becoming more knowledgeable about estate planning, whether you have just recently started thinking about estate planning for yourself or a family member, or even if you already have an estate plan and you are wanting to learn about different approaches to planning. We are here to help you through the educational process and answer the questions you have. There is no charge to our educational presentations. See the details below about our upcoming presentation (click the link to see more details):
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If you would like to go ahead and speak to an attorney one-on-one, please give us a call right away. We usually begin the process of getting to know individuals and families by scheduling a meeting over the phone with an attorney. This meeting is fairly brief and on average will take about 10 to 15 minutes. At the end of this meeting, if we mutually agree that our process and your goals sound like they may be a good fit we will schedule a meeting at our office to discuss further at our “Get Acquainted Meeting”. There is no charge for the phone call, or the Get Acquainted Meeting.
Trusts & wills
Here’s a story you wouldn’t believe if it weren’t true: a TV executive dies, leaving behind a multimillion-dollar estate - and a legal battle between his estranged wife and long-term partner. Properties across Europe.
·2 min read
Trusts & wills
Financial wellness is about more than building wealth - it’s about protecting what you’ve built. Too often, families assume that a simple will is enough to safeguard their future, only to discover its limitations when life throws them a…
·2 min read
Trusts & wills
When Rick and Susan drafted their estate plan 20 years ago, they felt an enormous sense of relief. They created wills, set up a trust for their kids, and designated guardianship in case anything happened to them.
·2 min readThe workbook helps you clarify what you want your plan to accomplish, identify possible gaps, prepare the right people, and decide what to do next, whether this is your first revocable living trust-based estate plan or you are reviewing an old one.
Separately, you can subscribe to A Matter of Trust, a weekly newsletter from Tamara featuring practical estate-planning guidance, thoughtful reflections on family and legacy, and other estate planning ideas worth passing along. Sign up for one or both.
Estate planning is a process, not an event. Start with a Right Fit Call: a short, no-pressure conversation to see whether we are the right firm for your family, and what a plan that walks alongside you would look like.
