Estate Planning, Probate & Elder Law Tips, Tricks, News, Upcoming Events & More

Understanding Fiduciary Duties

Understanding Fiduciary Duties: A Guide for Executors and Trustees

As an estate planning firm, clients entrust us with the intricate task of protecting their estates to the greatest extent possible and ensuring their wishes are carried out seamlessly. Central to this process are the...
Choosing the Right Executor

Choosing the Right Executor: A Vital Decision for Your Estate Plan

In the intricate landscape of estate planning, selecting the right Executor holds paramount importance. The role of an Executor is akin to the captain of a ship, entrusted with navigating the complex waters of distributing...
Considerations for Choosing a Trust

There Are Many Types of Trusts: 10 Considerations On Which Is Right For You

A revocable trust and an irrevocable asset protection trust are two distinct estate planning tools, each with several differing sub-types and their own advantages and limitations. Revocable Trusts A revocable trust, often referred to as...
probate

How Bad is Going Through Probate, Actually?

Probate-a term that often sends shivers down the spines of individuals faced with the passing of a loved one. Many perceive it as a cumbersome and lengthy legal process for your loved ones to deal...
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‘Tis the Season to Talk About Charitable Estate Planning

The holiday season is a time for giving, for cherishing our loved ones, and for reflecting on the things that truly matter in our lives. It's a season of warmth, generosity, and selflessness. For many,...
7 Reasons Why You Should Protect Your Family's Future Before You Have Children

Craft Your Estate Plan: 7 Reasons Why You Should Protect Your Family’s Future Before You Have Children

Estate planning may not be at the forefront of your mind as a young couple between the ages of 25 and 35, but taking proactive steps now can significantly impact your family's future. While you...
leave-a-roadmap

Leave a Roadmap with Your Estate Plan

Estate planning is an essential step in securing your family's financial future and ensuring your assets are distributed according to your wishes. The estate planning process typically includes creating a Will or establishing a Trust,...
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Leaving Your “Family Home” to Your Loved Ones

Throughout your life you have worked hard to acquire the house you and your family now call "home" - the home where you raised your kids, lived most of your life and created wonderful memories....
estate-planning-for-second-marriage

Estate Planning for a Second Marriage

So you've decided to remarry? Congratulations! You're getting a fresh start on life and beginning an exciting new chapter in your story. However, a remarriage is not without its difficulties. Compared to a first marriage,...
Business man show money bank note make financial plan invite people to sell or buy house and car - monetary properties loan credit insurance concept

Properly Funding Your Trust: Don’t Leave Your Loved Ones Behind

You've put in the hard work. You've set up a trust and you're well on your way towards protecting your family's future. Or are you? There are many steps when it comes to establishing a...

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Mo Hineline

Smith & Smith are very professional, informative, and relatable with examples and stories to ease the estate planning process. I had the best time at their lunch and learn. Even if you already have your estate planning in place I highly recommend attending a lunch and learn. Thanks Smith & Smith!

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Patricia Earhart

They listen to what you have to say and what your intentions are. They give suggestions to help you. They are easy to talk with.

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Allen Walters

Professional, honest, trustworthy. The only attorney I trust my family's future with!!!