Why YOU Should Get an Estate Plan in 2023!
Click the video link below for some of the many reasons why you should get your plan in place: Estate Planning Video
Exciting News!
Same people. Same quality. NEW NAME! We have been very blessed to have your support over the years and we greatly value and appreciate...
How to Leave Your Life Insurance to Your Minor Children
Many parents turn to life insurance to take care of their family in the event of death. While it is true that life insurance is a...
A Payable on Death “POD” Account May NOT be Right for You . . . .
A question I often get asked is, “Why not just use Payable on Death (POD) or Transfer on Death (TOD) designations to pass on my assets...
Estate Planning Under the Biden Administration
Although we await the official certification of the election, Joe Biden is set to be the next president of the United States. The 2020...
Should You Write Your Own Will During Quarantine?
In light of COVID, many people are finally becoming aware of the importance of creating or updating their estate planning documents. With...
Don’t Put Off ‘Til Tomorrow What You Can Do Today
Why It’s Time to Talk with Your Family & Your Estate Planning Attorney There’s no perfect time to broach the subject of estate planning...
Planning for the Financial Future of a Troubled Adult Child
Are you concerned about any of your adult children? Estate planning can pose extra challenges for families with adult children struggling...
Parents with Young Kids: The #1 Problem You Overlook
Clients with minor kids typically come to me for one reason: deciding who will care for their children if they pass away; that is, naming...
