One of the most common questions we have been asked by our clients during 2021 is what to do about unrealized gains. With rising stock

While you may have your executed estate planning documents in place, it is crucial to review those documents and their contents at various points in

An Advance Health Care Directive is a document which allows an individual to appoint one or more medical decision makers to assist should they ever

When is a will not valid? How do you create a fool-proof will? Many individuals create wills during their lifetime so they can control the

The short answer is unfortunately no. Costs and fees associated with creating your estate plan are generally not tax deductible. However, the Internal Revenue Service

Creating a trust is one of the best ways to protect and preserve assets upon death. But a trust is not a self-sufficient document. Upon