Blog

January 2, 2018

What to Expect from Estate Planning in 2018

Hello everyone and a happy 2018 to you! I hope you enjoyed the holiday season and this new year is off to a terrific start for you and your loved ones, thus far. I would like to consider a few items to watch regarding estate planning for 2018, so you and your family can be completely protected.
December 9, 2017

How to Share Family History and Heirlooms with Your Estate Plan

The best time to share your family history with loved ones is right now, before the memories are forgotten. The coming holiday season is a great opportunity to reminisce because you’ll probably have your loved ones nearby.
December 5, 2017

Estate Planning Isn’t Spooky! But not planning can be downright terrifying

The idea of implementing an estate plan might be one of the scariest things you have to confront as an adult. But estate planning does not have to make chills run down your spine. On the contrary, estate planning is empowering for both you and your family and allows you to live confidently knowing that things will be taken care of in the event of your passing or incapacity. Remember, estate planning is not just for the ultra-rich. If you own anything or have young children, you should have an estate plan.
November 30, 2017

4 Reasons Why Estate Planning Isn’t Just for the 1%

There is a common misconception that estate plans are only for the ultra-rich - the top 1 percent, 10%, 20%, or some other arbitrary determination of “enough” money. In reality, nothing could be further from the truth. People at all income and wealth levels can benefit from a comprehensive estate plan. Sadly, many have not sat down to put their legal house in order.

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