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...
by Finley Stetson | Dec 18, 2018 | Estate Planning, Wills, Trusts & Estate
As the end of the year approaches and you begin to look back on 2018, what changes need to be reflected in your estate plan? Have you gotten married or divorced in the past year? Perhaps you’ve welcomed a new child or grandchild, or experienced a change in your...
by Finley Stetson | Oct 19, 2018 | Durable Power Of Attorney, Estate Planning, Healthcare Directives, Wills, Trusts & Estate
What You and Your Family Need to Know Receiving a health diagnosis or learning that you need to undergo major surgery can cause substantial disruption in your day-to-day life. During this time, the last thing you may want to think about is estate planning. Although...
