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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.
3 Tips For Discussing Finances With Your Family Over The Holidays
The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If...
Nov 17, 20234 min read
Transition to Adulthood: The Legal Impact of Your Child Turning 18
Soon after the challenges of puberty and the excitement of high school, an even larger milestone looms: the 18th birthday. It marks your...
Nov 14, 20234 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
Can You Rely on Legal Insurance for Your Estate Plan?
As the need for affordable legal services becomes even more important in today’s world, it's common to opt for group legal insurance...
Aug 21, 20236 min read
Don’t Send Your Kids Back to School Without These Documents
As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task that is often overlooked: designating...
Aug 14, 20235 min read
10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 1
Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after....
Jul 28, 20235 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
Pitfalls That Could Make Your Estate Plan Worthless
Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your...
Jul 7, 20234 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
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
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