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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Younger Adults Now More Likely to Have a Will, According to Survey
A new survey has found that motivated in part by the coronavirus pandemic, younger adults are now more likely to have a will than middle-aged adults. Nevertheless, the overall percentage of Americans with a will has dropped over the past several years.
Court Case Illustrates the Danger of Using an Online Power of Attorney Form
A recent court case involving a power of attorney demonstrates the problem with using online estate planning forms instead of hiring an attorney who can make sure your documents are tailored to your needs.
What Is the Generation-Skipping Transfer Tax?
The estate tax gets all the press, but if you are leaving property to a grandchild, there is an additional tax you should know about. The generation-skipping transfer tax affects property passed to a grandchild in a will or trust.