We are currently meeting with our clients virtually, and continue to be able to help with all of your estate planning and elder care needs.
A non-probate asset is any asset that passes to a beneficiary outside of the decedent’s Will or estate. This occurs by operation of law at a person’s death and an…Read More
Many of our clients hold a significant portion of their estate in retirement account assets. Historically, the primary benefit of leaving IRA assets to heirs was that, upon the owner’s…Read More