Advisors

Protecting your assets against Fraud and Identity Theft: Part II

Leave a Comment / Adult Children, Advisors, Elder Exploitation, Estate Planning, Trusts / Antoinette Bone / March 28, 2012

The last time we discussed this topic we talked about how anyone can fall prey to fraud. Today we will discuss some simple things you can do protect your identity. […]

Protecting your assets against Fraud and Identity Theft: Part II Read More »

At Your Own Risk: The Pitfalls of DIY Estate Planning

Leave a Comment / Advance Directives, Advisors, Durable Power of Attorney, Elder Law, Estate Planning / Antoinette Bone / March 14, 2012

There’s no law that says you can’t prepare your own estate plan. And with an abundance of online services that automate the creation of wills and other documents, it’s easy to do. But unless

At Your Own Risk: The Pitfalls of DIY Estate Planning Read More »

Why the Value of Exemption Portability is Limited

Leave a Comment / Advisors, Elder Law, Estate Planning, Trusts / Antoinette Bone / October 28, 2011

One notable change to estate tax law from last year’s Tax Relief act is the “portability” of gift and estate tax exemptions. For the first time, when one spouse dies,

Why the Value of Exemption Portability is Limited Read More »

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 Trustindex verifies that the original source of the review is Google. I highly recommend Antoinette for business owners looking for estate planning. She understands the many challenges faced by business owners. What impressed me most is she genuinely cares about her clients'. She can  navigate complex issues related to business succession, asset protection, and estate planning. We love her!!
  
 
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Although the address is Industrial Blvd, the office is actually on Clinic Drive. Look for the tall red Super Value Pharmacy sign. Whether coming from the North or the South, you will turn off Industrial Blvd. onto Clinic Dr. Our building is located up the hill just past the Super Value Pharmacy. The entrance is at the far end of the building.

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