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
Does Your Family Know About Your Estate Plan?
A Guide for How Much to Share and With Whom You might be wondering whether or not your family should be familiar with the details of your...
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...
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...
Will Your Spouse Inherit All Your Assets?
If you are married and you die without a Will, you may mistakenly believe that your spouse will still inherit your entire estate. Not so...
Do Your Parents Have an Estate Plan?
You may have just spent the holidays with your parents and noticed that your dad keeps losing his keys or that your mom often repeats...
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...
Your Will or Trust Likely Won't Work ....... But We Can Fix It
For certain clients, a Trust of some kind may be essential for a variety of reasons. However, many of them fall victim to one common...
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...
