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Education is one of our core values

And it is one we try to embody by offering as many educational resources for our clients as possible in order to help simplify these often complicated legal processes. We also believe that we serve our clients best when they understand how the estate planning and probate processes work and that our clients are able to make the best decisions for their family.

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How to Choose a Successor Trustee

When families come in to meet with me for their free Personal Family Legal Session, one of the important things we discuss is how to choose a successor trustee, […]

Your Rights as a Trust Beneficiary

The other day I received a call from the daughter of a client. Her parents had set up a trust with us a few years back and had appointed her older brother to be in charge of the money after their father had passed and their mother was incapacitated. […]

Common Questions and Misconceptions About Probate

As an experienced, licensed estate planning attorney, I have seen a lot of poor advice given by a friend of a friend with no legal qualifications whatsoever to be giving advice. […]

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