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5 Estate Planning Documents Clients Must Have

8/11/15 –  A “simple” estate plan doesn’t just include a Will.   If you don’t want, or think you don’t need, an estate plan based upon a Trust, you should have at least these 5 documents in your estate plan.  READ MORE HERE.

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Keep Your Estate Plan Updated – 5 Important Things to Review with your Attorney

8/4/15 – from “Financial Planning” – So that you can keep your estate plan up to date, there are 5 important questions you should review with your estate planning lawyer every year.   Read the article at this link:  5 Questions.

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A Financial Planning Guide For Expectant And New Moms

Forbes.com  May 3, 2014 …. “here are some key things that every expectant mother, especially first-time moms, should be thinking about from a personal financial planning standpoint: …. “**Wills, Trusts and Estate planning – Everyone who has or is expecting a child should have a will. No exceptions. The same goes for having a trust Read More

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Estate dispute caused by ‘E-Z Legal Form’ is a ‘cautionary tale,’ says justice

ABA Journal – April 3, 2014 In a decision issued last week, the Florida Supreme Court ruled for the nieces, though they weren’t mentioned in the will. The court said money acquired by Aldrich after the will was made out should be distributed under the laws of intestacy, which govern distribution of property for those Read More

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Testimonial
  • "Ms. Wall has been of great assistance in competently preparing our family trusts and assisting with all matters pertaining to the recent death of my mother in law. She is the best example of the professionalism and care for clients who characterizes a great attorney and counselor."  -LN

  • "Dear Genny, On behalf of our family, I want to take a moment to thank you for your time, patience, expertise and especially your kindness while helping us manage the affairs necessary after our Mother’s passing. You may remember commenting that we all seem to get along and how rare that was in your experience. Fortunately, we can appreciate what our parents had worked hard to be able to pass on to us. Having someone of your expertise to help guide us, made it all the easier! Thank you again. May you continue to enjoy personal happiness and professional success."  -Best regards. – MB

  • "I like your attention to details, your willingness to answer any and all questions, always getting copies of materials needed, and that you allowed plenty of time to explain over and over if needed. Keep up the good work!"  -RG

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