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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.
8 Things To Do Now to Lower Your 2023 Taxes - Part 2
Last week we looked at four different ways to lower your tax liability for 2023, from adjusting your tax withholding to strategically...
Oct 28, 20234 min read
8 Things To Do Now to Lower Your 2023 Taxes - Part 1
It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it's the perfect time to take a closer look...
Oct 21, 20235 min read
Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®
As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens...
Oct 3, 20234 min read
6 Estate Planning Must-Do's After You Say “I Do” - Part 2
Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as...
Oct 2, 20236 min read
6 Estate Planning Must-Do's After You Say “I Do” - Part 1
Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move...
Sep 25, 20236 min read
AARP and The Red Cross Celebrated Make-A-Will Month, But Here’s What They Didn’t Tell You
August was National Make-A-Will Month and you may have received an advertisement in your inbox or mailbox from AARP or the American Red...
Aug 28, 20236 min read
What the National Debt Ceiling Extension Means for Your Family
You’ve probably heard about the national debt ceiling and its recent extension, but you might wonder what it has to do with your everyday...
Jul 25, 20235 min read
4 Tips for Talking About Estate Planning at Your Family Reunion
July is National Family Reunion Month and the perfect time to reconnect with family from near and far, share life’s updates, and...
Jul 18, 20235 min read
Long-Term Care Insurance: What You Need to Know
With the booming aging population, more and more seniors will require long-term healthcare services, whether at home, in an assisted...
Jun 9, 20236 min read
The Importance of Customized Estate Planning for LGBTQ+ Relationships - Part 2
Last week, we started the discussion of why it’s important for LGBTQ+ families to invest in custom estate planning. While major strides...
Jun 9, 20234 min read
The Importance of Customized Estate Planning for LGBTQ+ Relationships - Part 1
June is a time of celebration and reflection for the LGBTQ+ community as Pride Month shines a spotlight on the progress made in the fight...
Jun 7, 20234 min read
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 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
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
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
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