T.J. likes to think of his firm as a caring, forward-looking, problem solving resource for legally and financially transitioning families, including today’s young family with small children, as well as individuals at or nearing retirement.
His practice is focused on guiding clients through the complicated and often confusing process of creating plans that balance family and asset protection, preserve wealth and reflect cherished family values. Through T.J.’s patience and his ability to truly listen to client concerns, he is able to translate his clients’ visions into plans that meet their desires and exceed their expectations, developing lifelong relationships with not only clients, but their families as well.
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How to Deal with an Estranged Child in Your Estate Plan
Unfortunately, not all families get along. If you are having problems with one of your children, you may not want them to benefit from your estate. There are several strategies for dealing with an estranged child in your estate plan.
Three Estate Planning Options for Your Art Collection
Collecting art or other valuable items can be a passion for many people. Once you have accumulated a sizable collection, what do you want to happen to it after you pass away?
Some Social Security Beneficiaries Can Get Retroactive Payments — But at a Cost
If you need a lot of cash on hand upon retirement, Social Security offers a lump-sum payment option that’s worth six months of retroactive benefits. However, it comes at a cost. It is important to understand the details before agreeing to the payment.