Latest Posts

September 27, 2018

The Uniform Transfers to Minors Act (“UTMA”) is an important estate planning tool to consider when a client has children or grandchildren who are minors. Under this statute, property of any kind can be transferred by way of gift, under the terms of a will or trust or by nominating a custodian to receive the property on behalf of the minor.

July 11, 2018

The answer is yes!  No matter your current situation, it is always a good idea to have your last wishes memorialized in writing.  Your Last Will & Testament will be your final words and directives and it is important that your wishes are known to your family and heirs.  Equally important, having a valid Will in place works to minimize confusion and prevents the court system from getting involved in dividing your estate.

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(610) 971-0322


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