“Of course, you know you should have a will. Then why do so many people procrastinate on getting a will?” There’s news of a celebrity dying without a will nearly ...
“Without a will, a deceased person’s loved ones are left to wonder about their intentions, their emotions and their connections.” With all the tributes and remembrances for Aretha Franklin over ...
“I have read about the progression of dementia. I have talked about it and I have observed it in other families. My purpose today to emphasize to you that living ...
“Without these important documents, your heirs could overlook financial accounts or miss out on life insurance benefits.” Who likes to think about death and end-of-life arrangements? Not too many of ...
“Trusts can be very powerful tools to transfer and protect family wealth for future generations…” However, frequently families wind up becoming unhappy with their trusts because it’s the wrong solution, ...
“Sometimes, surprises are fun. However, nobody wants estate planning surprises, especially when it’s time for your beneficiaries to inherit your worldly goods.” Pretty much everything you own, transfers in one ...
Part of any estate plan is weighing options for investment of assets through the lens of passing them to others. After all, a will or a trust is essentially a ...
“Being left out of a will, is not a situation most people want to be in. However, sometimes when a will comes to light, its contents are unexpected. They can ...
An estate plan fills four specific roles that otherwise cause confusion and even litigation after a person’s death: 1. It designates an agent to make business decisions and handle the ...
“It is hard to comprehend how someone loses everything in an instant, but it could happen to anyone at any time.” There’s been a lot of news of disasters this ...
“ Fiona and her team made a complicated and potentially difficult process of planning for the inevitable an easy, pleasant and uncomplicated experience. Amazing!”
“ The staff was very professional, courteous, and responsive. The process of updating and restating our trusts was less arduous than anticipated. Every question was clearly explained and clarified and aimed at our level of understanding. This was an A+ service.”
“ Fiona is professional and highly knowledgeable, but what sets her apart is her ability to explain complex legal details in an easy to understand manner. She is friendly and patiently answered our many questions thoroughly. Her staff is equally friendly and responsive. And they accomplished all of this under virtual conditions! Very pleased with our experience.”
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