by Christopher Juillet | Apr 24, 2023 | Uncategorized
Just as with trees, the best time to complete your estate plan is years ago. The second best time is today. There is no better time than right now to plan for your future and for that of your loved ones with a comprehensive estate plan, including: Wills. Trusts,...
by Christopher Juillet | Sep 19, 2020 | Uncategorized
An estate plan is more than a will, a trust, or a fancy binder full of papers. It’s more than a free dinner and a slick presentation. It’s the vital first step in helping ensure that your loved ones are provided for in the event of the unexpected, and it’s serious...
by Christopher Juillet | Sep 11, 2020 | Uncategorized
Consider this scenario: You hire an attorney to draft a revocable living trust in order to shield your assets from probate. After collecting the relevant information your attorney drafts a well-crafted revocable living trust, along with a pour-over will. After...
by Christopher Juillet | Sep 4, 2020 | Uncategorized
Another important aspect of estate planning is using that plan creates a legacy by benefiting charitable organizations and educational institutions. High wealth clients can reap significant tax benefits from setting up charitable lead trusts or charitable remainder...
by Christopher Juillet | Aug 27, 2020 | Uncategorized
While not exactly the most romantic part of getting married, a prenuptial agreement may well be the most important part of getting married, especially for those with children who are remarrying after divorce or death of a spouse. A prenuptial agreement, coupled with...
