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Wills & Estate Planning

Arranging your affairs to avoid or postpone taxation is a true art, and effective tax planning can be the first step to your financial success and potential savings.

  • Once you are divorced, your former spouse is usually not entitled to inherit any money from you upon your death. But can you protect your assets from your soon to be ex-spouse during a divorce, should you die during your divorce proceedings?

  • Nobody knows what the future holds, yet we go about our daily lives making plans for the future assuming that we will be here to do what we plan.  There is nothing wrong with that. However, having a will allows you to plan for the future of your loved ones, and it will give you the freedom to declare how you want to dispose of your belongings when you pass away. 

  • May people want to include their pets in estate plans to ensure they will always be secure and receive quality care. While this type of planning is common, it can be fraught with emotion. It is important to find someone that you trust to serve as caregiver. It is also important to determine how much that caregiver will need to provide adequately for the pets.

  • If you are like most American women, you have assets, you have loved ones, and you have causes that you care about. And that leads to an inescapable conclusion: You need a will. A will is the primary document that ensures that your wishes are fulfilled and that the wealth you have worked so hard to accumulate is distributed to the loved ones and charities that you have selected. 

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