General Wills, Trusts, & Estate Planning
Attorney Michael Monteforte was on The Attorney Post!
Attorney Michael Monteforte was a guest speaker on The Attorney Post! The Attorney Post is a resource for connecting attorneys...
General Strategic Planning Session Wills, Trusts, & Estate Planning
COVID-19 Emergency Package!
COVID-19 has brought on so many uncertainties. Don’t let your estate plan and your future be uncertain too. This package includes...
General Wills, Trusts, & Estate Planning
Heir vs. Beneficiary: What Sets Them Apart?
Heir vs. Beneficiary: What Sets Them Apart? If you’ve ever found yourself tangled up in the complexities of estate planning,...
General Wills, Trusts, & Estate Planning
Estate Planning: Where Do I Start?
Estate planning is one of the most important steps you can take to protect your family and your future. But...
General Wills, Trusts, & Estate Planning
So good, they are all copying us!
Have you ever heard the phrase “If you can’t beat ‘em, join ‘em”? Well, there seems to be a lot...
General Wealth Preservation Planning Wills, Trusts, & Estate Planning
Why a GRAT might be the perfect way to protect your crypto!
First, What is Crypto? Cryptocurrencies like Bitcoin and Ethereum are a new way to invest your money. In the simplest...
Elder Law & Long-Term Care Planning General Podcasts & Webinars
About Home Healthcare
Mike’s Mic – Home Healthcare In our latest episode of Mike’s Mic, we are excited to welcome Michelle McNall, Sales...
General Wills, Trusts, & Estate Planning
Art, Antiques, and Estate Planning: Preserving Your Cultural Legacy
Art, Antiques, and Estate Planning: Preserving Your Cultural Legacy As experienced lawyers, we deal with the complicated legal aspects of...
General Wealth Preservation Planning
Success Story: High-Net-Worth Families
A Wealth Preservation Success Story: High-Net-Worth Families In this success story, we have a married couple in their late 60s...