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gifting

Gifting in the New Year

Article written by Kevin O’Donnell, Esq. Everyone likes receiving gifts but most do not associate gifting with estate planning.  Many of our clients use gifting

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Democrats Win the House

Effect of the Midterm Elections on Your Estate Plan Article provided by WealthCounsel; Content edited and modified by Stephen M. Watson, Esq.   Estate planning

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What Happened to My Property?

Article written by Stephen M. Watson, Esq. For clients who are married, most often they want their assets to go something like this: First, to the

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Retirement Plan Trusts

Asset-Protection Basics

Article provided by WealthCounsel; Reviewed & edited by James W. Garrett, Esq. Most of us do not expect to be sued.  However, lawsuits are filed

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Privacy and Estate Planning

Article written by Trey T. Parker, Esq. In discussing estate planning with my clients, this question sometimes arises during a consultation – “Is there a

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