Joint Tenancy & Estate Planning

One of the most common forms of property ownership in the United States is joint tenancy with rights of survivorship (JTWROS or joint tenancy). But what is joint tenancy? Joint tenancy is a legal right to property that provides the owner an undivided right to the enjoyment of the Continue reading

New Year’s Resolutions

As we look forward to this year’s end and a new year beginning, it is a good time for organizing year-end financials and setting new goals for 2021. That includes digging out your estate plan to make sure that it still represents an accurate snapshot of your life. The pandemic has Continue reading

Estate Planning During a Crisis  

If you are worried about the possibility that you or a loved one could become ill or worse due to the novel coronavirus, you are not alone. The new spikes in cases across the country is anxiety-provoking. While none of us can predict the future, getting your affairs in order now can Continue reading

Accessing Death Benefits

How to Claim Death Benefits After the Loss of a Loved One

Dealing with outstanding financial affairs after the loss of a loved one can be extremely difficult. Our firm often hears from clients who would rather do anything else than think about money after their loved one’s passing. Continue reading