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Purchasing Life Insurance For Your Family: What You Need To Know

Life insurance is a key component of your family’s estate plan, offering those who depend on you for their financial security a safety...

Don’t Leave Your Children With The Babysitter Until You Read This

As we head into the third year of the pandemic, we are coming to terms with just how fragile our lives and health really are. If you...

How To Manage Your Digital Accounts After Your Death—Part 1

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk—Part 2

Do a Google search for “digital wills” or “online estate planning,” and you’ll find dozens of different websites offering low-cost,...

Trusts & Taxes: What You Need To Know

People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up,...

5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk—Part 1

Do a Google search for “digital wills” or “online estate planning,” and you’ll find dozens of different websites offering low-cost,...

Preventing Family Conflict And Disputes Over Your Estate Plan

No matter how well you think you know your loved ones, it’s impossible to predict exactly how they’ll behave when you die or if you...

One of The Greatest Gifts To Your Family Is The Plan For Incapacity

When it comes to estate planning, most people automatically think about taking legal steps to ensure the right people inherit their stuff...

Why Putting Your Family Home In A Trust Is A Smart Move—Part 2

If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan...

How to Pass Down Your Family Wealth Legacy During The Holidays

As you likely already know, but may not have given much thought about, the most important inheritance you provide is so much more than...

Why Putting Your Family Home In A Trust Is A Smart Move—Part 1

If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan...

The Basics On NFTs: The Newest Cryptoverse Craze

NFTs, or “non-fungible tokens,” are the latest sensation in the cryptocurrency universe, or as we like to call it the “Cryptoverse.” And...

FAQs About Long-Term Care Insurance

Our nation’s population is aging at a faster rate than ever before, and collectively we are living much longer than in the past. In fact,...

10 Things You Should Know About Living Wills

When it comes to estate planning, you’ve most likely heard people mention a couple of different types of wills. The most common is a...

Think You Are Too Young to Need An Estate Plan? Think Again

The pandemic has caused Americans to change their behavior in a number of different ways, and one of the most positive of these changes...

Estate Planning Must Haves for Parents – Even If You Have Legal Documents

A comprehensive estate plan can protect the things that matter most. For many, this means their property and their family. Including...

2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?

Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly...

How Estate Planning Can Bring Blended Families Closer

Yours, mine and ours … in today’s modern family, it’s oh so common. The blended family is the product of 2nd (or more) marriages, in...

Why You Need a Trust – Even if You Aren’t Rich

When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund - or trust - is...

With Tax Laws in Flux: What Should You Do Now?

On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide...