The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your progress. While…
3 Reasons Why Single Folks With No Children Need An Estate Plan
These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of jobs, crushing student debt, multiple recessions, and the pandemic…
How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud
When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and vehicles. Yet these possessions very often aren’t the…
Don’t Let Your Kids Leave Home Without Signing These 3 Documents
College Protection Plan - As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue other life…
Does Your Family Need Umbrella Insurance?
In today’s highly litigious society you are at near-constant risk for costly lawsuits—even if you’ve done nothing wrong. This is especially true if you have substantial wealth, but even those…
3 Reasons Why Transferring Title Of Your Home To Your Child Is A Bad Idea
Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring title of your home to your adult child during your lifetime may seem like a smart…
How Creating A Life & Legacy Plan With Us Preserves Your Legacy
Leaving a legacy .... When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they…
Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating your life’s work. But without taking…
How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk
If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and legally documenting both long and…
Probate: What It Is & How To Avoid It—Part 2
Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your assets must go through probate before…