The Time to Plan is Now and Not Later
"The client wanted her surviving spouse to have access to her work email, but her employer shut down the email account...
Category: Wills
Learn how wills protect your assets, direct inheritances, and safeguard your family.
Waited Too Long to Save for Retirement? Here Are Six Things You Can Still Do
In a perfect world, we'd all have saved enough by age 60 to relax about money and start planning our golden years. However,...
Seniors: Working on Your Bucket List? First, Finish Your Estate Plan
"Many seniors may be more focused on their bucket lists, than worrying about having their financial affairs in...
Why You Shouldn’t Put Off Estate Planning
"Our inherent nature to delay the inevitable can lead the ones we care about into financial chaos. To avoid chaos, careful...
How Does Federal Law Affect My Estate Plan?
One of the more complicated aspects of estate planning is that while probate, or the process of transferring property upon a...
Naming the Wrong Trustee can Cost Your Estate in Both Time and Money
When you are creating a will or revocable trust as part of your estate plan, you need to think carefully before selecting...
What is at Stake if You Pass Away Without a Will?
Creating a will and planning your estate is an incredibly important process that all adults need to think long and hard...
Are You Making Some of the Biggest Estate-Planning Mistakes
There are some things we just don't like to think about, much less speak about. The universal truth is we are all going to...
Traveling? The Eight Estate Planning Must-Dos before Departure
In 2014, the World Health Organization revealed that globally, there were 1.24 million road deaths, 1,320 deaths from...
Leaving Assets to Minor Children
Minor Children as BeneficiariesNo parent wants to think about leaving their minor children behind in the event of a tragedy;...