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Monthly Archives: March 2019

How to Manage Your Basis “Step Up”

March 29, 2019

If you or someone you know has received an inheritance,…

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Seeing an Estate Planner? 3 Key Questions to Ask

March 27, 2019

Hiring an estate planner is an important decision as you…

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The Top 2 Ways the Court Gets Involved in Your Estate, and How to Avoid Them

March 22, 2019

No one wants unnecessary court involvement in their life. But…

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Three Legal Things to Do After a Scary Health Diagnosis

March 18, 2019

A scary health diagnosis can be emotionally and logistically challenging…

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Estate Planning Tips for Someone Who Is About to Go in for Major Surgery

March 12, 2019

Getting the news that you have to undergo major surgery…

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What to Do When Your Doctor Says to “Get Your Affairs in Order”

March 8, 2019

Five words no one ever wants to hear from their…

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Is now the time to revisit your old trust?

March 4, 2019

There are several reasons why you should update your existing…

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