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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.
Why “Just a Will” Is Never Enough
Wills have a reputation as the number one estate planning tool, in small part thanks to Hollywood’s dramatic “reading of the Will” scenes...
May 16, 20236 min read
Create a Stronger Blended Family Through Estate Planning
Blended families were once considered “non-traditional” families. Today, blended families have become just as common as non-blended...
May 8, 20235 min read
4 Ways to Use AI to Make Life Easier for You and Your Family
Whether you’re turning on the news or scrolling through Instagram, it’s hard not to hear about AI technology, so this week I wanted to...
May 2, 20235 min read
Leaving Your Pet in Your Will Won’t Protect Them - Do This Instead
There is a special bond that exists between a pet owner and their pets. To many pet owners, our furry friends aren’t just a pet - they’re...
Apr 25, 20235 min read
Stephen “tWitch” Boss Dies Without a Will
Stephen Laurel Boss, also known as “tWitch,” was an American DJ, hip-hop dancer, choreographer, television producer, and actor whose...
Apr 18, 20234 min read
3 Simple Mistakes That Can Derail Your Estate Plan
While it might seem simple enough to put together an estate plan online or have your tax attorney prepare your will, it can be very...
Apr 12, 20235 min read
Top 5 Questions To Ask Before Hiring An Estate Planning Lawyer
Hiring a lawyer to help you make wise decisions for life and death can be the most empowering choice you ever make for yourself and your...
Apr 4, 20235 min read
Estate Planning Before You Travel: Why It's Critically Important
Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids’ or...
Mar 28, 20234 min read
4 Reasons Why You Should Keep Your Estate Plan Updated
Laws change. Your life changes. It’s important for your estate plan to be up-to-date with these changes. Your estate plan is a set of...
Mar 20, 20234 min read
Obtaining A Power Of Attorney For Elderly Parents
Making important decisions for aging parents can be a challenging task. Power of attorney (POA) enables individuals to make crucial...
Mar 14, 20235 min read
Your Rights As The Parent Of A Young Adult
As a parent, you may be accustomed to managing your children's legal and medical affairs, as circumstances require. If your child...
Mar 7, 20233 min read
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
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
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
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