When it comes to estate planning you have a variety of options for legal documents. The most common of these options is a “last will and testament,” which is also…
2022 Estate Plan Review / Checkup: Is your estate plan up to date?
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital importance of not only preparing…
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…
4 Reasons Why Estate Planning Is So Essential For A Business Owner
If you are a business owner, it’s easy to give estate planning less priority than your other business matters. After all, if you’re facing challenges meeting next month’s payroll or…
One of The Greatest Gifts To Your Family Is The Plan For Incapacity
When it comes to estate planning, most people automatically think about taking legal steps to ensure the right people inherit their stuff when they die. Although that thought is not…
Why Putting Your Family Home In A Trust Is A Smart Move—Part 2
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home…
Why Putting Your Family Home In A Trust Is A Smart Move—Part 1
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home…
Long-Term Care Insurance: FAQs
Our nation’s population is aging at a faster rate than ever before, and collectively we are living much longer than in the past. In fact, by 2034, seniors (age 65…
10 Things You Should Know About Living Wills
When it comes to estate planning, you’ve most likely heard people mention a couple of different types of wills. The most common is a “last will and testament,” which is…
Think You Are Too Young to Need An Estate Plan? Think Again
The pandemic has caused Americans to change their behavior in a number of different ways, and one of the most positive of these changes is related to estate planning. For…