A recent U.S. Supreme Court case, Clark v. Rameker, presents a classic example of one of the primary fears a parent has when leaving assets to his or her children...

For many married couples, they often have one primary checking account that they pay all household expenses and bills from.  Deciding which spouse’s trust to fund that account to can have significant implications for the client.

A large part of our process is taking an educational approach to the development of each estate plan.  We want you and all of our clients to be confident about making the right decisions for themselves, their families, and loved ones...