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...
by Christopher Juillet | Aug 21, 2020 | Uncategorized
Most people would rather put off the topic—and the task—of estate planning for another day…or another year. They say things like: “I don’t want to spend the money right now.” “It’s just easier not to think about it.” “It’ll take care of itself.” “It won’t be my...
by Christopher Juillet | Aug 15, 2020 | Uncategorized
When you don’t plan ahead by having a comprehensive estate plan, state law governs: The Court appoints a guardian for you if you are incapacitated. Doctors and the Court make medical decisions for you if you are incapacitated. The Court appoints your personal...
