by Finley Stetson | Aug 13, 2019 | Estate Planning, Last Will & Trusts, Wills, Trusts & Estate
Just like other important life tasks, your estate plan deserves your time and attention. It’s important that you work with us to review your estate plan at least once a year. Think of this as your estate plan’s annual physical exam, and remember—prevention is the best...
by Finley Stetson | May 14, 2019 | Taxes, Wills, Trusts & Estate
When you think about the legacy you’ll leave, what comes to mind? Perhaps it’s security for your family or a positive contribution to your community. It could also be a tribute to the arts. Whatever it is, you don’t have to wait until you pass on to actualize your...
by Finley Stetson | Apr 2, 2019 | Taxes, Wills, Trusts & Estate
We often think of retirement accounts as monolithic resources. It is easy to see why – we spend our working years socking away money for our future. Unfortunately, though, the rising cost of healthcare can quickly deplete even the largest of retirement funds. Because...
by Finley Stetson | Mar 12, 2019 | Estate Planning, Last Will & Trusts, Wills, Trusts & Estate
What is a personal property memorandum? It is a frequently-used estate planning document that provides an opportunity to expand upon your will or trust. Many wills or trusts simply divide the whole of an estate equally between surviving family members. But, what if...
by Finley Stetson | Feb 12, 2019 | Estate Planning, Wills, Trusts & Estate
Maintaining your estate plan can feel overwhelming when faced with all the changes life can bring. Calling your attorney may not be your first instinct when you’re faced with a significant shift in income, investments, or employment, but consulting with us is a wise...
by Finley Stetson | Jan 8, 2019 | Estate Planning, Trusts, Wills, Trusts & Estate
Strategies to Enhance Your Success Estate planning is complex and continually evolving. Often, affluent families are “early adopters” of the newest and best estate planning strategies. Luckily, by working with us, you can benefit from the same estate planning...
