- Webinar Hot Topics
- Veterans Benefits
- Veteran
- VA Benefits
- Update
- Uncategorized
- Trusts
- Trustee
- Trust FAQ
- Trust Administration Old
- Trust Administration
- Trust
- Tips
- Taxes
- Tax Planning
- Spouse
- Special Needs Planning
- Social Security Benefits
- Social Security
- SECURE Act
- Second Marriage
- Scam
- Sandwich Generation
- Revocable Trust
- Reverse Mortgage
- Retirement Planning
- Retirement Plan Trust
- Remarried?
- Real Estate Investor?
- Quarantine
- Probate Old
- Probate
- Power of Attorney
- Physician?
- Pandemic
- Our Support Team
- Our Founders
- Our Attorneys
- News
- New Events
- Medical Power of Attorney
- Medicaid Planning
- Medicaid
- Marriage
- Long-Term Care Planning
- Long-Term Care Insurance
- Long-Term Care
- Living Will
- Living Trust
- Life Insurance
- Legal Planning
- Legacy
- Last Will & Testament
- Irrevocable Trust
- Inheritance
- Incapacity
- Funeral Expenses
- Funeral
- Fraud
- FLP
- Family Protection Plan
- family limited partnership
- Family Fight
- Executor
- Estate Planning?
- Estate Planning old
- Estate Planning Attorney
- Estate Planning
- Estate Administration
- End of Life
- Elder Law?
- Elder Law Attorney
- Elder Law
- Elder Financial Abuse
- Elder Care
- Elder Abuse
- Divorce
- Directive to Physicians
- Dementia
- Death
- COVID
- Coronavirus
- Child With Disability?
- Charity
- CARES Act
- Caregiving
- caregiver
- Care Plan
- Business Succession Planning
- Business Planning
- Blended Family
- Beneficiary
- Asset Protection Tips & Stories
- Asset Protection
- Asset Alignment Education
- Alzheimer's
- Advanced Medical Directive
#1 Myth Of Asset Protection: Why You Can Lose Assets In A Medical Malpractice Lawsuit
Many medical professionals, as well as their advisors, often incorrectly assume that having $1-3 million in malpractice insurance coverage means they are virtually immune to personal asset loss in the event of a malpractice claim. However, this line of thinking fails to account for numerous factors such as the amount of damages sought and the […]
Why DIY Estate Planning Could Cost You And Your Heirs Thousands…
Estate planning is a crucial process that involves arranging for the disposal of one’s estate during their lifetime and after death. A well-drafted estate plan can ensure that your last wishes are carried out, your loved ones are provided for, and your estate is protected from unnecessary taxes and fees. Often, people choose to take […]
Leave Assets To A Second Spouse When You Have Children From A Prior Marriage The Right Way
Blending families can pose some challenging estate planning issues, especially when one or both spouses have children from a previous marriage. It can be difficult to balance the needs and interests of your current spouse and your children from a prior marriage, especially when it comes to inheritance. However, with proper planning, you can leave […]
5 Things You May Not Have Considered Estate Planning When Remarried
It is quite common for people to get married a second time. However, the complexities of financial and estate planning that arise from getting remarried can be challenging. Take note of these key considerations for financial, legal, and estate planning Expenses and ownership in remarriage: In many instances, when a couple decides to remarry, they […]
3 Ways To Estate Plan When Remarried
Determining Your Goals And Priorities 1. Tax savings – Estate planning allows you to establish order of priority and plan according to your specific needs, allowing for tax savings on estate taxes, gift taxes, capital gains. trusts can be an effective tool in saving even more while ensuring control over the money through your passing […]
Estate Planning For A Child With Disabilities? This Is What You Need To Do…
This post will tell you what you should be doing and what you definitely shouldn’t be doing… Parents want their estates utilized to enhance and enrich the life of their special needs child while maintaining the child’s enrollment in essential public benefits programs. These goals can be met through the use of a properly prepared […]
Andrea Sanders
COO and Controller As Chief Operating Officer and Controller, Andrea Sanders is responsible for overseeing the firm’s daily operations and financial management. She is dedicated to creating efficient systems and processes that allow the team to provide exceptional service and support to clients. Working closely with the firm’s partners, Andrea helps implement strategic initiatives, manages […]
Ryan Schon
Director of Drafting I am the Director of Drafting and I am responsible for management and supervision of the creation and finalization of the various documents that we provide for our clients. Between direct interactions with our clients and working intimately with our attorneys, I ensure that our clients’ wishes and needs are fulfilled and […]
Sheila Williamson
Director of Community Services I am the Director of Community Services and my job includes public relations on behalf of our firm with the main emphasis of community involvement and securing speaking engagements that allow us to fulfill one of our primary core values of educating the public. I make sure that we are a […]
