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…
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…
Kids Protection Plan – Don’t Leave Your Children With The Babysitter Until You Read This
Topic: Kids Protection Plan As we head into the third year of the pandemic, we are coming to terms with just how fragile our lives and health really are. If…
How to Pass Down Your Family Wealth Legacy During The Holidays
What is your legacy? As you likely already know, but may not have given much thought about, the most important inheritance you provide is so much more than the money…
2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?
Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly updated. Estate planning…
Sotera Anderson
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…
Why You Need a Trust - Even if You Aren't Rich
Why You Need a Trust – Even if You Aren’t Rich
When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust is actually a great estate planning tool for many people…
Estate Planning Must-Haves For Single Parents
If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being pulled between work, school activities, and home - and the…
Estate Planning For A Child With Special Needs: What Parents Need To Know
Estate planning is an obvious concern for all parents, but if you have a child with special needs, it’s crucial that you are aware of the unique considerations that go…
3 Estate Planning Issues For LGBTQ Couples—Part 2
Whether you are married or not, if you are involved in a committed same-gender partnership with another individual, estate planning is about so much more than planning for death—it’s about…