Premiere Estate Plans

03/21/2026

This week, we are focusing on the term "spendthrift clause." A spendthrift clause protects assets in a trust from a beneficiary's creditors. Learn more glossary terms here: https://bit.ly/46F3AF7

08/30/2023

Having life insurance can give you peace of mind that if something were to happen to you, your family will be able to cover expenses and maintain the same standard of living.

08/25/2023

Lawyer or Financial Advisor: Which Do You Need? BOTH!

In order to protect and secure your hard earned assets, you need a team of professionals working together. We work alongside your trusted advisors to make sure that your plan complements your financial strategies.

Call us today to schedule your Peace of Mind Planning session where you will learn how much more it will cost you if you don't plan!

575-408-8895

Investors use financial planners to provide wealth management and financial planning advice. Lawyers also provide financial planning advice that protects your assets. When it comes to a lawyer vs.  financial advisor, which do you need? Let’s break down when you can use the services of either or b...

08/21/2023

August is National Make a Will Month!

Book your complementary consultation to learn all about how you can use a will to protect your loved ones. Click the link below and book now!
https://calendly.com/drmattorney

07/27/2023

At a minimum, everyone should have these three estate planning items in place: up-to-date will or trust, durable power of attorney, updated beneficiary forms.

07/25/2023

As the Baby Boomer generation ages, it’s more important than ever that Gen Xers talk to their family and understand how their wealth situation could change.

07/14/2023

Everyone regardless of the size of their estate can benefit from an estate plan. Make sure your legacy and hard earned assets are protected and preserved!

Your will can be something as simple as a handwritten sheet of paper. Still, lawyers recommend you meet with them, so you don't leave out any important details.

05/15/2023

Failure to plan is a plan to fail. There's no time like the present to start planning for your future. Contact us today to schedule a consultation and learn more about the benefits of estate planning.
https://www.dlrattorney.com/estateplanning

05/12/2023

The patchwork of government programs for adults with disabilities, and their varying eligibility rules, create complications and traps. But more financial planners are aiming to help.

05/09/2023

Protect your family's future with a well-crafted estate plan. Our team can help you navigate the complexities of estate planning and create a plan that meets your unique needs.