December 2, 2017
Basic Documents

Basic Documents – Legal Services

Basic Documents Basic Documents – Legal Services are the foundation of all Estate Planning.  With few exceptions, everyone over the age of 18 should implement these documents.  Such Basic Documents designate emergency medical and legal decision makers.  Implementing Basic Documents is a key element of “proactive law” – where solutions […]
September 11, 2017
Tough Decisions

Children and Money

When Should You Talk to Your Children About Money And Your Estate? Children and money are a tough blend.  One or both are at the root of either conflict or oneness in marriage. What should you tell your children about your estate? How much do you tell them about your […]
August 14, 2017
Spousal Lifetime Access Trust

Spousal Lifetime Access Trust

What is a Spousal Lifetime Access Trust (SLAT)? A SLAT is an Irrevocable Trust that: Provides specific support for a spouse for life Is excluded from the taxable estates of both spouses If everything goes as planned, ultimately passes more than the exclusion amount to the children or other designated […]
April 24, 2017
Family Office

Family Office

The Family Office The “Family Office” is a tool that has long been used by the “ultra-wealthy.”  It’s primary function is to consolidate control of family wealth.  Such control is, by its nature, necessarily a business activity.  In other words, the Family Office runs the business of managing the family […]