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Welcome on your journey to continue to learn about Estate Planning. We are happy to be part of the resources you trust and rely on. We know you have many options to choose from and we are happy you have chosen us. I look forward to meeting with you in person to continue the journey.
Leave Your Kids A Nest Egg Protected From Lawsuits, Divorce, and Estate Taxes
If you have a current estate plan that distributes your assets outright to your kids - whether all at once at a certain age or in stages...
Mar 1, 20234 min read
4 Reasons Why a Cheap Estate Plan Won’t Work For Your Family
Most people, regardless of stature and wealth, likely do not know how to evaluate estimates when shopping for an estate plan. Shopping...
Feb 20, 20234 min read
Think You Are Too Young to Need An Estate Plan? Think Again!
Even though young adults are traditionally the least likely to engage in estate planning, all adults over age 18 should have some basic...
Feb 14, 20236 min read
Before You Agree to Be a Trustee, Read This!
Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant...
Feb 8, 20233 min read
4 Common Mistakes Made On Life Insurance Beneficiary Designations
Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your...
Jan 31, 20234 min read
Which Type of Trust Is Right For You?
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or...
Jan 23, 20234 min read
Why Every Adult Needs A Living Will
When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a...
Jan 17, 20234 min read
What Happens To Your Debt When You Die?
Perhaps you’ve wondered about what happens to your own debt (or your parent’s debt) when you (or they) die? Short answer[1]: it does not...
Jan 10, 20235 min read
Jan 3, 20230 min read
3 Red Flags When Creating Your Will Online
You can find dozens of websites that let you prepare a variety of estate planning documents all on your own, for little to no cost,...
Jan 3, 20234 min read
Estate Planning For A Child With Special Needs
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...
Dec 27, 20225 min read
Green Funerals: 6 Eco-Friendly Options For Your Remains
The environmental costs of death are significant and constantly rising. With the death rate expected to spike as Baby Boomers age, the...
Dec 20, 20224 min read
Are You Ready for the Silver Tsunami?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous...
Dec 20, 20225 min read
4 Year-End Tax-Saving Strategies For 2022
Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-savings...
Dec 20, 20224 min read
How An Estate Plan Can Help Your Family Navigate A Recession
As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is...
Dec 20, 20227 min read
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