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What if you do not have someone you trust to be trustee?

One of the first things that we ask our Trust clients to do is to name a trustee. This is a very important decision, as the person they pick will be legally responsible for managing assets and carrying out the purpose of the Trust. And for the most part, many clients...

5 Benefits of A Living Trust

It is no secret that we believe in educating our clients, and even those who are not clients yet, about the importance of planning ahead and having a Living Trust in place. We write blog articles such as this, offer enjoyable seminars to answer lingering questions,...

Employee Spotlight: Alex Mayo

Alex Mayo is our newest legal assistant, and he has stumbled upon a career he genuinely enjoys. Anyone who knows Alex’s background — he is the son of a pastor; Alex’s wife, Valeria, is the connections pastor at their church — will tell you that he has always been...

5 Mistakes That Parents of Children with Special Needs Often Make

Parents of children with special needs are heroes. There are so many things that they instinctually know how to handle, mainly because they have been doing them for so long. And they tackle it all — the foreseen and the unforeseen, the challenges and the complicated...

What’s a Legacy Interview?

When people think of estate planning, they naturally focus on preserving and passing along their money and real property to their family. There may even be precious heirlooms, jewelry, and various keepsakes that can be treasured for generations to come. But there is...